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RERHX vs SWMIX
RERHX vs SWMIX Comparison
Open Charts RERHX vs SWMIX
American Funds Europacific Growth R5E
Price$56.34
Change-$0.92 (-1.61%)
VolumeN/A
CapitalizationN/A
Schwab International Opportunities
Price$20.63
Change-$0.41 (-1.95%)
VolumeN/A
CapitalizationN/A
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RERHX vs SWMIX Comparison Chart
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RERHX vs. SWMIX commentary
Sep 08, 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: 133B vs. SWMIX (1.03B). RERHX (1.71) and SWMIX (1.66) have matching dividends . RERHX was incepted earlier than SWMIX: RERHX (9 years) vs SWMIX (20 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). RERHX (10.04) and SWMIX (9.92) have marching annual gain over last year. RERHX return over 5 years is better than : 15.01 vs. SWMIX (-0.62).
| RERHX | SWMIX | RERHX / SWMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | 5.971 | 5.163 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 1.03B | 12,963% |
| Annual Yield % from dividends | 1.71 | 1.66 | 103% |
| Returns for 1 year | 10.04 | 9.92 | 101% |
| Returns for 3 years | -18.16 | -31.69 | 57% |
| Returns for 5 years | 15.01 | -0.62 | -2,423% |
| Returns for 10 years | N/A | -8.10 | - |
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