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RERGX vs SWMIX
RERGX vs SWMIX Comparison
Open Charts RERGX vs SWMIX
American Funds Europacific Growth R6
Price$55.73
Change+$0.64 (+1.16%)
VolumeN/A
Net Assets123.11B
Schwab International Opportunities
Price$21.32
Change+$0.34 (+1.62%)
VolumeN/A
Net Assets1.04B
RERGX vs SWMIX Comparison Chart
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RERGX vs. SWMIX commentary
Apr 25, 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: 123B vs. SWMIX (1.04B). SWMIX pays higher dividends than RERGX: SWMIX (1.95) vs RERGX (1.49). 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 (30.00). 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 : 6.13 vs. RERGX (-1.56). RERGX return over 5 years is better than : 29.01 vs. SWMIX (16.11).
| 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 | 3.742 | 6.282 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 1.04B | 11,827% |
| Annual Yield % from dividends | 1.49 | 1.95 | 76% |
| Returns for 1 year | -1.56 | 6.13 | -25% |
| Returns for 3 years | 8.39 | 7.76 | 108% |
| Returns for 5 years | 29.01 | 16.11 | 180% |
| Returns for 10 years | 13.18 | -7.81 | -169% |
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