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FEUPX vs SWMIX
FEUPX vs SWMIX Comparison
Open Charts FEUPX vs SWMIX
American Funds Europacific Growth F3
Price$56.80
Change-$0.55 (-0.96%)
VolumeN/A
CapitalizationN/A
Schwab International Opportunities
Price$20.28
Change-$0.11 (-0.54%)
VolumeN/A
CapitalizationN/A
FEUPX vs SWMIX Comparison Chart
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FEUPX vs. SWMIX commentary
Nov 18, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
FEUPX has more cash in the bank: 129B vs. SWMIX (1.01B). FEUPX pays higher dividends than SWMIX: FEUPX (1.84) vs SWMIX (1.66). FEUPX was incepted earlier than SWMIX: FEUPX (8 years) vs SWMIX (21 years). SWMIX is a more actively managed with annual turnover of: 63.00 vs. FEUPX (34.00). 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 : 10.23 vs. FEUPX (9.10). FEUPX return over 5 years is better than : 8.52 vs. SWMIX (-9.31).
| FEUPX | SWMIX | FEUPX / SWMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 21 years | - |
| Gain YTD | 4.174 | 1.654 | 252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 1.01B | 12,836% |
| Annual Yield % from dividends | 1.84 | 1.66 | 111% |
| Returns for 1 year | 9.10 | 10.23 | 89% |
| Returns for 3 years | -16.99 | -32.34 | 53% |
| Returns for 5 years | 8.52 | -9.31 | -91% |
| Returns for 10 years | N/A | -6.89 | - |
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