Interact to see
Advertisement
Advertisement
FEPUX vs SWMIX
FEPUX vs SWMIX Comparison
Open Charts FEPUX vs SWMIX
American Funds EUPAC 529-F-3
Price$60.69
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets134.48B
Schwab International Opportunities
Price$23.79
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets1.13B
FEPUX vs SWMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 134B vs. SWMIX (1.13B). SWMIX pays higher dividends than FEPUX: SWMIX (1.70) vs FEPUX (0.91). 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 (35.00). 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 : 16.81 vs. FEPUX (5.58).
| 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 | 13.228 | 20.517 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 1.13B | 11,901% |
| Annual Yield % from dividends | 0.91 | 1.70 | 54% |
| Returns for 1 year | 5.58 | 16.81 | 33% |
| Returns for 3 years | 32.43 | 36.65 | 88% |
| Returns for 5 years | N/A | 9.49 | - |
| Returns for 10 years | N/A | 8.13 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement