Interact to see
Advertisement
Advertisement
CEUAX vs SWMIX
CEUAX vs SWMIX Comparison
Open Charts CEUAX vs SWMIX
CEUAX vs SWMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CEUAX vs. SWMIX commentary
Aug 03, 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 Buy and SWMIX is a Buy.
FUNDAMENTALS
Fundamentals
CEUAX has more cash in the bank: 141B vs. SWMIX (965M). CEUAX pays higher dividends than SWMIX: CEUAX (2.59) vs SWMIX (2.29). CEUAX was incepted earlier than SWMIX: CEUAX (24 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 : 16.80 vs. CEUAX (7.98). CEUAX return over 5 years is better than : -2.65 vs. SWMIX (-6.38).
| CEUAX | SWMIX | CEUAX / SWMIX | |
| Total Expense Ratio | 0.86 | 0.84 | 102% |
| Annual Report Gross Expense Ratio | 0.86 | 0.84 | 102% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 3.806 | 10.021 | 38% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 965M | 14,611% |
| Annual Yield % from dividends | 2.59 | 2.29 | 113% |
| Returns for 1 year | 7.98 | 16.80 | 48% |
| Returns for 3 years | 17.96 | 37.88 | 47% |
| Returns for 5 years | -2.65 | -6.38 | 42% |
| Returns for 10 years | 53.61 | 38.55 | 139% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement