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RERGX vs SWMIX
RERGX vs SWMIX Comparison
Open Charts RERGX vs SWMIX
American Funds EUPAC R6
Price$62.32
Change-$0.33 (-0.53%)
VolumeN/A
Net Assets134.64B
Schwab International Opportunities
Price$24.23
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets1.13B
RERGX vs SWMIX Comparison Chart in %
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RERGX vs. SWMIX commentary
Aug 27, 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 RERGX is a Buy and SWMIX is a Hold.
FUNDAMENTALS
Fundamentals
RERGX has more cash in the bank: 135B vs. SWMIX (1.13B). SWMIX pays higher dividends than RERGX: SWMIX (1.74) vs RERGX (0.96). RERGX was incepted earlier than SWMIX: RERGX (16 years) vs SWMIX (21 years). SWMIX (0.85) is less costly to investors than RERGX (0.47). SWMIX is a more actively managed with annual turnover of: 57.00 vs. RERGX (35.00). SWMIX has a lower initial minimum investment than RERGX: SWMIX (0) vs RERGX (250). SWMIX annual gain was more profitable for investors over the last year : 15.07 vs. RERGX (6.10). RERGX return over 5 years is better than : 11.38 vs. SWMIX (1.21).
| RERGX | SWMIX | RERGX / SWMIX | |
| Total Expense Ratio | 0.47 | 0.85 | 55% |
| Annual Report Gross Expense Ratio | 0.47 | 0.85 | 55% |
| Fund Existence | 16 years | 21 years | - |
| Gain YTD | 16.009 | 22.543 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.13B | 11,936% |
| Annual Yield % from dividends | 0.96 | 1.74 | 55% |
| Returns for 1 year | 6.10 | 15.07 | 41% |
| Returns for 3 years | 31.45 | 37.58 | 84% |
| Returns for 5 years | 11.38 | 1.21 | 939% |
| Returns for 10 years | 39.54 | 14.87 | 266% |
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