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FEUPX vs SWMIX
FEUPX vs SWMIX Comparison
Open Charts FEUPX vs SWMIX
American Funds EUPAC F3
Price$60.82
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets133.44B
Schwab International Opportunities
Price$23.00
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets1.1B
FEUPX vs SWMIX Comparison Chart
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FEUPX vs. SWMIX commentary
Jun 06, 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 Hold.
FUNDAMENTALS
Fundamentals
FEUPX has more cash in the bank: 133B vs. SWMIX (1.1B). SWMIX pays higher dividends than FEUPX: SWMIX (1.78) vs FEUPX (1.37). 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 : 11.08 vs. FEUPX (3.39). FEUPX return over 5 years is better than : 19.90 vs. SWMIX (5.53).
| 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 | 13.035 | 16.363 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 1.1B | 12,047% |
| Annual Yield % from dividends | 1.37 | 1.78 | 77% |
| Returns for 1 year | 3.39 | 11.08 | 31% |
| Returns for 3 years | 18.08 | 18.93 | 96% |
| Returns for 5 years | 19.90 | 5.53 | 360% |
| Returns for 10 years | N/A | 2.79 | - |
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