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FEPUX vs SWMIX
FEPUX vs SWMIX Comparison
Open Charts FEPUX vs SWMIX
American Funds Europacific Growth 529F3
Price$52.65
Change+$0.89 (+1.72%)
VolumeN/A
Net Assets116.48B
Schwab International Opportunities
Price$20.16
Change+$0.52 (+2.65%)
VolumeN/A
Net Assets977.41M
FEPUX vs SWMIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 116B vs. SWMIX (977M). SWMIX pays higher dividends than FEPUX: SWMIX (1.95) vs FEPUX (1.45). FEPUX was incepted earlier than SWMIX: FEPUX (4 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 : -2.67 vs. FEPUX (-8.21).
| FEPUX | SWMIX | FEPUX / SWMIX | |
| Total Expense Ratio | 0.52 | 0.85 | 61% |
| Annual Report Gross Expense Ratio | 0.52 | 0.85 | 61% |
| Fund Existence | 4 years | 21 years | - |
| Gain YTD | -1.772 | -0.507 | 350% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 977M | 11,873% |
| Annual Yield % from dividends | 1.45 | 1.95 | 75% |
| Returns for 1 year | -8.21 | -2.67 | 307% |
| Returns for 3 years | 0.85 | -1.36 | -62% |
| Returns for 5 years | N/A | 9.62 | - |
| Returns for 10 years | N/A | -12.88 | - |
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