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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
Jun 04, 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 Hold and SWMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CEUAX has more cash in the bank: 137B vs. SWMIX (979M). CEUAX pays higher dividends than SWMIX: CEUAX (2.51) vs SWMIX (2.24). CEUAX was incepted earlier than SWMIX: CEUAX (24 years) vs SWMIX (22 years). CEUAX (0.85) and SWMIX (0.84) have similar cost to investors . SWMIX is a more actively managed with annual turnover of: 69.00 vs. CEUAX (35.00). 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 : 21.47 vs. CEUAX (14.63). CEUAX return over 5 years is better than : -0.97 vs. SWMIX (-3.12).
| CEUAX | SWMIX | CEUAX / SWMIX | |
| Total Expense Ratio | 0.85 | 0.84 | 101% |
| Annual Report Gross Expense Ratio | 0.85 | 0.84 | 101% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 11.570 | 13.098 | 88% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 979M | 13,994% |
| Annual Yield % from dividends | 2.51 | 2.24 | 112% |
| Returns for 1 year | 14.63 | 21.47 | 68% |
| Returns for 3 years | 31.79 | 46.69 | 68% |
| Returns for 5 years | -0.97 | -3.12 | 31% |
| Returns for 10 years | 67.86 | 43.25 | 157% |
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