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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
Jul 11, 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 Hold.
FUNDAMENTALS
Fundamentals
CEUAX has more cash in the bank: 141B vs. SWMIX (969M). CEUAX pays higher dividends than SWMIX: CEUAX (2.57) vs SWMIX (2.25). 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 : 14.65 vs. CEUAX (6.20). CEUAX return over 5 years is better than : -3.21 vs. SWMIX (-5.03).
| 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 | 4.176 | 10.977 | 38% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 969M | 14,551% |
| Annual Yield % from dividends | 2.57 | 2.25 | 114% |
| Returns for 1 year | 6.20 | 14.65 | 42% |
| Returns for 3 years | 22.06 | 42.42 | 52% |
| Returns for 5 years | -3.21 | -5.03 | 64% |
| Returns for 10 years | 56.29 | 42.82 | 131% |
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