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FEPUX vs SWMIX
FEPUX vs SWMIX Comparison
Open Charts FEPUX vs SWMIX
American Funds EUPAC 529-F-3
Price$65.94
Change-$1.13 (-1.68%)
VolumeN/A
Net Assets138.83B
Schwab International Opportunities
Price$25.00
Change-$0.30 (-1.19%)
VolumeN/A
Net Assets1.17B
FEPUX vs SWMIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 139B vs. SWMIX (1.17B). SWMIX pays higher dividends than FEPUX: SWMIX (1.60) vs FEPUX (0.84). FEPUX was incepted earlier than SWMIX: FEPUX (5 years) vs SWMIX (22 years). SWMIX (0.85) is less costly to investors than FEPUX (0.52). SWMIX is a more actively managed with annual turnover of: 57.00 vs. FEPUX (35.00). SWMIX has a lower initial minimum investment than FEPUX: SWMIX (0) vs FEPUX (250). SWMIX annual gain was more profitable for investors over the last year : 25.74 vs. FEPUX (17.61). FEPUX return over 5 years is better than : 13.69 vs. SWMIX (-1.75).
| FEPUX | SWMIX | FEPUX / SWMIX | |
| Total Expense Ratio | 0.52 | 0.85 | 61% |
| Annual Report Gross Expense Ratio | 0.52 | 0.85 | 61% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 25.131 | 28.166 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.17B | 11,931% |
| Annual Yield % from dividends | 0.84 | 1.60 | 52% |
| Returns for 1 year | 17.61 | 25.74 | 68% |
| Returns for 3 years | 39.89 | 39.62 | 101% |
| Returns for 5 years | 13.69 | -1.75 | -784% |
| Returns for 10 years | N/A | 22.15 | - |
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