Interact to see
Advertisement
Advertisement
FEUPX vs SWMIX
FEUPX vs SWMIX Comparison
Open Charts FEUPX vs SWMIX
American Funds EUPAC F3
Price$59.94
Change-$0.48 (-0.79%)
VolumeN/A
Net Assets132B
Schwab International Opportunities
Price$23.23
Change-$0.24 (-1.02%)
VolumeN/A
Net Assets1.1B
FEUPX vs SWMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FEUPX vs. SWMIX commentary
Aug 01, 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: 132B vs. SWMIX (1.1B). SWMIX pays higher dividends than FEUPX: SWMIX (1.70) vs FEUPX (0.95). FEUPX was incepted earlier than SWMIX: FEUPX (9 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 (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 : 14.31 vs. FEUPX (4.46). FEUPX return over 5 years is better than : 12.90 vs. SWMIX (4.27).
| 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 | 21 years | - |
| Gain YTD | 11.454 | 18.896 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 1.1B | 11,978% |
| Annual Yield % from dividends | 0.95 | 1.70 | 56% |
| Returns for 1 year | 4.46 | 14.31 | 31% |
| Returns for 3 years | 22.47 | 27.15 | 83% |
| Returns for 5 years | 12.90 | 4.27 | 302% |
| Returns for 10 years | N/A | 4.76 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement