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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
Sep 12, 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: 140B vs. SWMIX (981M). CEUAX pays higher dividends than SWMIX: CEUAX (2.52) vs SWMIX (2.21). 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 : 11.75 vs. CEUAX (4.32). CEUAX return over 5 years is better than : -3.90 vs. SWMIX (-7.63).
| 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 | 6.787 | 11.975 | 57% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 981M | 14,271% |
| Annual Yield % from dividends | 2.52 | 2.21 | 114% |
| Returns for 1 year | 4.32 | 11.75 | 37% |
| Returns for 3 years | 27.84 | 48.70 | 57% |
| Returns for 5 years | -3.90 | -7.63 | 51% |
| Returns for 10 years | 55.07 | 40.28 | 137% |
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