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CEUEX vs SWMIX
CEUEX vs SWMIX Comparison
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CEUEX vs SWMIX Comparison Chart in %
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CEUEX 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 CEUEX is a Buy and SWMIX is a Buy.
FUNDAMENTALS
Fundamentals
CEUEX has more cash in the bank: 141B vs. SWMIX (965M). CEUEX pays higher dividends than SWMIX: CEUEX (2.46) vs SWMIX (2.29). CEUEX was incepted earlier than SWMIX: CEUEX (24 years) vs SWMIX (22 years). CEUEX (1.09) is less costly to investors than SWMIX (0.84). SWMIX is a more actively managed with annual turnover of: 69.00 vs. CEUEX (50.00). SWMIX has a lower initial minimum investment than CEUEX: SWMIX (0) vs CEUEX (250). SWMIX annual gain was more profitable for investors over the last year : 16.80 vs. CEUEX (7.49). CEUEX return over 5 years is better than : -4.16 vs. SWMIX (-6.38).
| CEUEX | SWMIX | CEUEX / SWMIX | |
| Total Expense Ratio | 1.09 | 0.84 | 130% |
| Annual Report Gross Expense Ratio | 1.09 | 0.84 | 130% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 3.541 | 10.021 | 35% |
| Front Load | N/A | 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 | 2.46 | 2.29 | 107% |
| Returns for 1 year | 7.49 | 16.80 | 45% |
| Returns for 3 years | 16.72 | 37.88 | 44% |
| Returns for 5 years | -4.16 | -6.38 | 65% |
| Returns for 10 years | 49.35 | 38.55 | 128% |
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