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FEUPX vs SWMIX
FEUPX vs SWMIX Comparison
Open Charts FEUPX vs SWMIX
American Funds Europacific Growth F3
Price$56.91
Change-$1.26 (-2.17%)
VolumeN/A
CapitalizationN/A
Schwab International Opportunities
Price$19.76
Change-$0.49 (-2.42%)
VolumeN/A
CapitalizationN/A
FEUPX vs SWMIX Comparison Chart
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FEUPX vs. SWMIX commentary
Dec 19, 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 StrongSell and SWMIX is a Hold.
FUNDAMENTALS
Fundamentals
FEUPX has more cash in the bank: 131B vs. SWMIX (1.02B). 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). FEUPX (8.89) and SWMIX (8.47) have marching annual gain over last year. FEUPX return over 5 years is better than : 9.87 vs. SWMIX (-8.25).
| 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 | 6.687 | 5.973 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.02B | 12,856% |
| Annual Yield % from dividends | 1.84 | 1.66 | 111% |
| Returns for 1 year | 8.89 | 8.47 | 105% |
| Returns for 3 years | -4.30 | -10.10 | 43% |
| Returns for 5 years | 9.87 | -8.25 | -120% |
| Returns for 10 years | N/A | -0.32 | - |
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