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AEGFX vs WBIIX
AEGFX vs WBIIX Comparison
Open Charts AEGFX vs WBIIX
American Funds EUPAC F1
Price$58.70
Change-$0.79 (-1.33%)
VolumeN/A
Net Assets134.41B
William Blair Instl International Gr
Price$15.09
Change-$0.19 (-1.24%)
VolumeN/A
Net Assets964.81M
AEGFX vs WBIIX Comparison Chart
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AEGFX vs. WBIIX commentary
Jun 14, 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 Buy and WBIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 134B vs. WBIIX (965M). WBIIX pays higher dividends than AEGFX: WBIIX (1.27) vs AEGFX (1.00). 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 (30.00). 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 : 3.51 vs. WBIIX (1.18). AEGFX return over 5 years is better than : 18.85 vs. WBIIX (-7.73).
| 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 | 9.802 | 9.985 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 965M | 13,886% |
| Annual Yield % from dividends | 1.00 | 1.27 | 79% |
| Returns for 1 year | 3.51 | 1.18 | 297% |
| Returns for 3 years | 25.77 | 20.14 | 128% |
| Returns for 5 years | 18.85 | -7.73 | -244% |
| Returns for 10 years | 21.70 | 1.20 | 1,816% |
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