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FEUPX vs SWMIX
FEUPX vs SWMIX Comparison
Open Charts FEUPX vs SWMIX
American Funds EUPAC F3
Price$65.89
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets138.4B
Schwab International Opportunities
Price$25.32
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets1.18B
FEUPX vs SWMIX Comparison Chart in %
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FEUPX vs. SWMIX commentary
Oct 08, 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 Buy and SWMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FEUPX has more cash in the bank: 138B vs. SWMIX (1.18B). SWMIX pays higher dividends than FEUPX: SWMIX (1.63) vs FEUPX (0.89). FEUPX was incepted earlier than SWMIX: FEUPX (9 years) vs SWMIX (22 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 (35.00). 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 : 18.85 vs. FEUPX (11.41). FEUPX return over 5 years is better than : 16.92 vs. SWMIX (3.91).
| FEUPX | SWMIX | FEUPX / SWMIX | |
| Total Expense Ratio | 0.47 | 0.85 | 55% |
| Annual Report Gross Expense Ratio | 0.47 | 0.85 | 55% |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 22.518 | 27.812 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.18B | 11,745% |
| Annual Yield % from dividends | 0.89 | 1.63 | 55% |
| Returns for 1 year | 11.41 | 18.85 | 61% |
| Returns for 3 years | 51.91 | 60.45 | 86% |
| Returns for 5 years | 16.92 | 3.91 | 433% |
| Returns for 10 years | N/A | 19.65 | - |
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