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AEGFX vs WBIIX
AEGFX vs WBIIX Comparison
Open Charts AEGFX vs WBIIX
American Funds EUPAC F1
Price$61.18
Change-$0.32 (-0.52%)
VolumeN/A
Net Assets135.06B
William Blair Instl International Gr
Price$15.54
Change-$0.09 (-0.58%)
VolumeN/A
Net Assets949.17M
AEGFX vs WBIIX Comparison Chart in %
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AEGFX vs. WBIIX commentary
Jul 28, 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 AEGFX is a Hold and WBIIX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 135B vs. WBIIX (949M). WBIIX pays higher dividends than AEGFX: WBIIX (1.23) vs AEGFX (0.67). AEGFX was incepted earlier than WBIIX: AEGFX (24 years) vs WBIIX (23 years). WBIIX (0.91) is less costly to investors than AEGFX (0.86). WBIIX is a more actively managed with annual turnover of: 50.00 vs. AEGFX (35.00). AEGFX has a lower initial minimum investment than WBIIX: AEGFX (250) vs WBIIX (500000). AEGFX annual gain was more profitable for investors over the last year : 9.75 vs. WBIIX (5.88). AEGFX return over 5 years is better than : 14.71 vs. WBIIX (-14.50).
| AEGFX | WBIIX | AEGFX / WBIIX | |
| Total Expense Ratio | 0.86 | 0.85 | 101% |
| Annual Report Gross Expense Ratio | 0.86 | 0.91 | 95% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 14.441 | 13.265 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 949M | 14,226% |
| Annual Yield % from dividends | 0.67 | 1.23 | 54% |
| Returns for 1 year | 9.75 | 5.88 | 166% |
| Returns for 3 years | 29.95 | 16.50 | 181% |
| Returns for 5 years | 14.71 | -14.50 | -101% |
| Returns for 10 years | 28.55 | 5.70 | 501% |
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