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FEPUX vs SWMIX
FEPUX vs SWMIX Comparison
Open Charts FEPUX vs SWMIX
American Funds EUPAC 529-F-3
Price$60.59
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets133.44B
Schwab International Opportunities
Price$23.00
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets1.1B
FEPUX vs SWMIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 133B vs. SWMIX (1.1B). SWMIX pays higher dividends than FEPUX: SWMIX (1.78) vs FEPUX (1.34). FEPUX was incepted earlier than SWMIX: FEPUX (5 years) vs SWMIX (21 years). SWMIX (0.85) is less costly to investors than FEPUX (0.52). SWMIX is a more actively managed with annual turnover of: 57.00 vs. FEPUX (30.00). SWMIX has a lower initial minimum investment than FEPUX: SWMIX (0) vs FEPUX (250). SWMIX annual gain was more profitable for investors over the last year : 11.08 vs. FEPUX (3.32).
| FEPUX | SWMIX | FEPUX / SWMIX | |
| Total Expense Ratio | 0.52 | 0.85 | 61% |
| Annual Report Gross Expense Ratio | 0.52 | 0.85 | 61% |
| Fund Existence | 5 years | 21 years | - |
| Gain YTD | 13.004 | 16.363 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 1.1B | 12,047% |
| Annual Yield % from dividends | 1.34 | 1.78 | 75% |
| Returns for 1 year | 3.32 | 11.08 | 30% |
| Returns for 3 years | 19.47 | 18.93 | 103% |
| Returns for 5 years | N/A | 5.53 | - |
| Returns for 10 years | N/A | 2.79 | - |
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