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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
Sep 13, 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: 140B vs. SWMIX (981M). CEUEX pays higher dividends than SWMIX: CEUEX (2.39) vs SWMIX (2.21). CEUEX was incepted earlier than SWMIX: CEUEX (25 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 : 11.75 vs. CEUEX (3.83). CEUEX return over 5 years is better than : -5.39 vs. SWMIX (-7.63).
| CEUEX | SWMIX | CEUEX / SWMIX | |
| Total Expense Ratio | 1.09 | 0.84 | 130% |
| Annual Report Gross Expense Ratio | 1.09 | 0.84 | 130% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 6.483 | 11.975 | 54% |
| Front Load | N/A | 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 | 2.39 | 2.21 | 108% |
| Returns for 1 year | 3.83 | 11.75 | 33% |
| Returns for 3 years | 26.52 | 48.70 | 54% |
| Returns for 5 years | -5.39 | -7.63 | 71% |
| Returns for 10 years | 50.72 | 40.28 | 126% |
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