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FEUPX vs SWMIX
FEUPX vs SWMIX Comparison
Open Charts FEUPX vs SWMIX
American Funds Europacific Growth F3
Price$52.84
Change+$0.89 (+1.71%)
VolumeN/A
Net Assets116.48B
Schwab International Opportunities
Price$20.16
Change+$0.52 (+2.65%)
VolumeN/A
Net Assets977.41M
FEUPX vs SWMIX Comparison Chart
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FEUPX vs. SWMIX commentary
Apr 12, 2025
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 FEUPX is a Hold and SWMIX is a Hold.
FUNDAMENTALS
Fundamentals
FEUPX has more cash in the bank: 116B vs. SWMIX (977M). SWMIX pays higher dividends than FEUPX: SWMIX (1.95) vs FEUPX (1.49). FEUPX was incepted earlier than SWMIX: FEUPX (8 years) vs SWMIX (21 years). SWMIX (0.85) is less costly to investors than FEUPX (0.47). SWMIX is a more actively managed with annual turnover of: 57.00 vs. FEUPX (30.00). SWMIX has a lower initial minimum investment than FEUPX: SWMIX (0) vs FEUPX (1000000). SWMIX annual gain was more profitable for investors over the last year : -2.67 vs. FEUPX (-8.15). FEUPX return over 5 years is better than : 23.65 vs. SWMIX (9.62).
| FEUPX | SWMIX | FEUPX / SWMIX | |
| Total Expense Ratio | 0.47 | 0.85 | 55% |
| Annual Report Gross Expense Ratio | 0.47 | 0.85 | 55% |
| Fund Existence | 8 years | 21 years | - |
| Gain YTD | -1.748 | -0.507 | 345% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 977M | 11,873% |
| Annual Yield % from dividends | 1.49 | 1.95 | 76% |
| Returns for 1 year | -8.15 | -2.67 | 305% |
| Returns for 3 years | -0.34 | -1.36 | 25% |
| Returns for 5 years | 23.65 | 9.62 | 246% |
| Returns for 10 years | N/A | -12.88 | - |