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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
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 CEUEX is a Hold and SWMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CEUEX has more cash in the bank: 137B vs. SWMIX (979M). CEUEX pays higher dividends than SWMIX: CEUEX (2.38) vs SWMIX (2.24). CEUEX was incepted earlier than SWMIX: CEUEX (24 years) vs SWMIX (22 years). CEUEX (1.08) is less costly to investors than SWMIX (0.84). SWMIX is a more actively managed with annual turnover of: 69.00 vs. CEUEX (35.00). 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 : 21.47 vs. CEUEX (14.18). CEUEX return over 5 years is better than : -2.45 vs. SWMIX (-3.12).
| CEUEX | SWMIX | CEUEX / SWMIX | |
| Total Expense Ratio | 1.08 | 0.84 | 129% |
| Annual Report Gross Expense Ratio | 1.08 | 0.84 | 129% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 11.444 | 13.098 | 87% |
| Front Load | N/A | 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 | 2.38 | 2.24 | 106% |
| Returns for 1 year | 14.18 | 21.47 | 66% |
| Returns for 3 years | 30.53 | 46.69 | 65% |
| Returns for 5 years | -2.45 | -3.12 | 78% |
| Returns for 10 years | 63.36 | 43.25 | 146% |
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