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RERHX vs SWMIX
RERHX vs SWMIX Comparison
Open Charts RERHX vs SWMIX
American Funds Europacific Growth R5E
Price$56.81
Change-$0.53 (-0.92%)
VolumeN/A
Net Assets131.04B
Schwab International Opportunities
Price$21.27
Change-$0.17 (-0.79%)
VolumeN/A
Net Assets1.07B
RERHX vs SWMIX Comparison Chart
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RERHX vs. SWMIX commentary
Feb 23, 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 RERHX is a Hold and SWMIX is a Hold.
FUNDAMENTALS
Fundamentals
RERHX has more cash in the bank: 131B vs. SWMIX (1.07B). 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 : 7.23 vs. RERHX (1.80). RERHX return over 5 years is better than : 9.01 vs. SWMIX (-6.42).
| 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 | 6.685 | 7.751 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.07B | 12,220% |
| Annual Yield % from dividends | 1.71 | 1.66 | 103% |
| Returns for 1 year | 1.80 | 7.23 | 25% |
| Returns for 3 years | 2.26 | 0.88 | 258% |
| Returns for 5 years | 9.01 | -6.42 | -140% |
| Returns for 10 years | N/A | -2.62 | - |
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