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CEUFX vs SWMIX
CEUFX vs SWMIX Comparison
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CEUFX vs SWMIX Comparison Chart in %
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CEUFX 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 CEUFX is a Hold and SWMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CEUFX has more cash in the bank: 137B vs. SWMIX (979M). CEUFX pays higher dividends than SWMIX: CEUFX (2.64) vs SWMIX (2.24). CEUFX was incepted earlier than SWMIX: CEUFX (24 years) vs SWMIX (22 years). CEUFX (0.91) is less costly to investors than SWMIX (0.84). SWMIX is a more actively managed with annual turnover of: 69.00 vs. CEUFX (35.00). SWMIX has a lower initial minimum investment than CEUFX: SWMIX (0) vs CEUFX (250). SWMIX annual gain was more profitable for investors over the last year : 21.47 vs. CEUFX (14.83). CEUFX return over 5 years is better than : -0.11 vs. SWMIX (-3.12).
| CEUFX | SWMIX | CEUFX / SWMIX | |
| Total Expense Ratio | 0.91 | 0.84 | 108% |
| Annual Report Gross Expense Ratio | 0.91 | 0.84 | 108% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 11.657 | 13.098 | 89% |
| 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 | 2.64 | 2.24 | 118% |
| Returns for 1 year | 14.83 | 21.47 | 69% |
| Returns for 3 years | 32.48 | 46.69 | 70% |
| Returns for 5 years | -0.11 | -3.12 | 3% |
| Returns for 10 years | 71.21 | 43.25 | 165% |
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