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CEUAX vs SWMIX
CEUAX vs SWMIX Comparison
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CEUAX vs SWMIX Comparison Chart in %
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CEUAX vs. SWMIX commentary
Aug 23, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CEUAX is a StrongBuy and SWMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CEUAX has more cash in the bank: 137B vs. SWMIX (1.01B). CEUAX pays higher dividends than SWMIX: CEUAX (2.59) vs SWMIX (2.29). CEUAX was incepted earlier than SWMIX: CEUAX (25 years) vs SWMIX (22 years). CEUAX (0.86) and SWMIX (0.84) have similar cost to investors . SWMIX is a more actively managed with annual turnover of: 69.00 vs. CEUAX (50.00). SWMIX has a lower initial minimum investment than CEUAX: SWMIX (0) vs CEUAX (250). SWMIX annual gain was more profitable for investors over the last year : 18.40 vs. CEUAX (8.36). CEUAX return over 5 years is better than : 1.55 vs. SWMIX (-0.20).
| CEUAX | SWMIX | CEUAX / SWMIX | |
| Total Expense Ratio | 0.86 | 0.84 | 102% |
| Annual Report Gross Expense Ratio | 0.86 | 0.84 | 102% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 7.881 | 15.468 | 51% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.01B | 13,564% |
| Annual Yield % from dividends | 2.59 | 2.29 | 113% |
| Returns for 1 year | 8.36 | 18.40 | 45% |
| Returns for 3 years | 29.67 | 53.26 | 56% |
| Returns for 5 years | 1.55 | -0.20 | -774% |
| Returns for 10 years | 54.96 | 41.30 | 133% |
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