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AEGFX vs WBIIX
AEGFX vs WBIIX Comparison
Open Charts AEGFX vs WBIIX
American Funds EUPAC F1
Price$60.42
Change+$0.13 (+0.22%)
VolumeN/A
Net Assets134.48B
William Blair Instl International Gr
Price$15.42
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets969.57M
AEGFX vs WBIIX Comparison Chart in %
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AEGFX vs. WBIIX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 134B vs. WBIIX (970M). 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 (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 : 5.20 vs. WBIIX (2.31). AEGFX return over 5 years is better than : 16.84 vs. WBIIX (-10.81).
| 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 | 13.019 | 12.391 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 970M | 13,814% |
| Annual Yield % from dividends | 0.67 | 1.23 | 54% |
| Returns for 1 year | 5.20 | 2.31 | 225% |
| Returns for 3 years | 29.67 | 19.53 | 152% |
| Returns for 5 years | 16.84 | -10.81 | -156% |
| Returns for 10 years | 27.31 | 5.41 | 505% |
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