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FUEPX vs SWMIX
FUEPX vs SWMIX Comparison
Open Charts FUEPX vs SWMIX
American Funds Europacific Growth 529F2
Price$52.71
Change+$0.89 (+1.72%)
VolumeN/A
Net Assets116.48B
Schwab International Opportunities
Price$20.16
Change+$0.52 (+2.65%)
VolumeN/A
Net Assets977.41M
FUEPX vs SWMIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 116B vs. SWMIX (977M). SWMIX pays higher dividends than FUEPX: SWMIX (1.95) vs FUEPX (1.37). FUEPX was incepted earlier than SWMIX: FUEPX (4 years) vs SWMIX (21 years). SWMIX (0.85) is less costly to investors than FUEPX (0.57). SWMIX is a more actively managed with annual turnover of: 57.00 vs. FUEPX (30.00). SWMIX has a lower initial minimum investment than FUEPX: SWMIX (0) vs FUEPX (250). SWMIX annual gain was more profitable for investors over the last year : -2.67 vs. FUEPX (-8.28).
| FUEPX | SWMIX | FUEPX / SWMIX | |
| Total Expense Ratio | 0.57 | 0.85 | 67% |
| Annual Report Gross Expense Ratio | 0.57 | 0.85 | 67% |
| Fund Existence | 4 years | 21 years | - |
| Gain YTD | -1.789 | -0.507 | 353% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 977M | 11,873% |
| Annual Yield % from dividends | 1.37 | 1.95 | 70% |
| Returns for 1 year | -8.28 | -2.67 | 310% |
| Returns for 3 years | 0.72 | -1.36 | -53% |
| Returns for 5 years | N/A | 9.62 | - |
| Returns for 10 years | N/A | -12.88 | - |
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