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RERGX vs SWMIX
RERGX vs SWMIX Comparison
Open Charts RERGX vs SWMIX
American Funds EUPAC R6
Price$60.85
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets134.48B
Schwab International Opportunities
Price$23.79
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets1.13B
RERGX vs SWMIX Comparison Chart in %
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RERGX vs. SWMIX commentary
Jul 05, 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 Buy.
FUNDAMENTALS
Fundamentals
RERGX has more cash in the bank: 134B vs. SWMIX (1.13B). SWMIX pays higher dividends than RERGX: SWMIX (1.70) vs RERGX (0.95). 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 : 16.81 vs. RERGX (5.66). RERGX return over 5 years is better than : 18.58 vs. SWMIX (9.49).
| 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 | 13.273 | 20.517 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 1.13B | 11,901% |
| Annual Yield % from dividends | 0.95 | 1.70 | 56% |
| Returns for 1 year | 5.66 | 16.81 | 34% |
| Returns for 3 years | 30.86 | 36.65 | 84% |
| Returns for 5 years | 18.58 | 9.49 | 196% |
| Returns for 10 years | 29.35 | 8.13 | 361% |
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