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FEPUX vs SWMIX
FEPUX vs SWMIX Comparison
Open Charts FEPUX vs SWMIX
American Funds Europacific Growth 529F3
Price$59.18
Change+$0.27 (+0.46%)
VolumeN/A
CapitalizationN/A
Schwab International Opportunities
Price$21.36
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FEPUX vs SWMIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 137B vs. SWMIX (1.05B). FEPUX pays higher dividends than SWMIX: FEPUX (1.78) vs SWMIX (1.66). FEPUX was incepted earlier than SWMIX: FEPUX (4 years) vs SWMIX (21 years). SWMIX is a more actively managed with annual turnover of: 63.00 vs. FEPUX (34.00). 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 : 18.95 vs. FEPUX (16.60).
| FEPUX | SWMIX | FEPUX / SWMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 21 years | - |
| Gain YTD | 8.383 | 6.717 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.05B | 13,010% |
| Annual Yield % from dividends | 1.78 | 1.66 | 107% |
| Returns for 1 year | 16.60 | 18.95 | 88% |
| Returns for 3 years | -12.08 | -28.32 | 43% |
| Returns for 5 years | N/A | -0.86 | - |
| Returns for 10 years | N/A | 2.31 | - |
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