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RERHX vs SWMIX
RERHX vs SWMIX Comparison
Open Charts RERHX vs SWMIX
American Funds Europacific Growth R5E
Price$56.20
Change-$0.55 (-0.97%)
VolumeN/A
CapitalizationN/A
Schwab International Opportunities
Price$20.28
Change-$0.11 (-0.54%)
VolumeN/A
CapitalizationN/A
RERHX vs SWMIX Comparison Chart
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RERHX vs. SWMIX commentary
Nov 18, 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 RERHX is a Buy and SWMIX is a Sell.
FUNDAMENTALS
Fundamentals
RERHX has more cash in the bank: 129B vs. SWMIX (1.01B). RERHX (1.71) and SWMIX (1.66) have matching dividends . RERHX was incepted earlier than SWMIX: RERHX (9 years) vs SWMIX (21 years). SWMIX is a more actively managed with annual turnover of: 63.00 vs. RERHX (34.00). SWMIX has a lower initial minimum investment than RERHX: SWMIX (0) vs RERHX (250). SWMIX annual gain was more profitable for investors over the last year : 10.23 vs. RERHX (8.88). RERHX return over 5 years is better than : 7.84 vs. SWMIX (-9.31).
| RERHX | SWMIX | RERHX / SWMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 21 years | - |
| Gain YTD | 4.009 | 1.654 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 1.01B | 12,836% |
| Annual Yield % from dividends | 1.71 | 1.66 | 103% |
| Returns for 1 year | 8.88 | 10.23 | 87% |
| Returns for 3 years | -17.36 | -32.34 | 54% |
| Returns for 5 years | 7.84 | -9.31 | -84% |
| Returns for 10 years | N/A | -6.89 | - |
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