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AEGFX vs WCMIX
AEGFX vs WCMIX Comparison
Open Charts AEGFX vs WCMIX
American Funds EUPAC F1
Price$61.18
Change-$0.32 (-0.52%)
VolumeN/A
Net Assets135.06B
WCM Focused International Growth Instl
Price$26.69
Change-$0.12 (-0.45%)
VolumeN/A
Net Assets21.13B
AEGFX vs WCMIX Comparison Chart in %
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AEGFX vs. WCMIX 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 WCMIX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 135B vs. WCMIX (21.1B). AEGFX pays higher dividends than WCMIX: AEGFX (0.67) vs WCMIX (0.20). AEGFX was incepted earlier than WCMIX: AEGFX (24 years) vs WCMIX (14 years). WCMIX (1.04) is less costly to investors than AEGFX (0.86). WCMIX (36.00) and AEGFX (35.00) have comparable annual turnover. AEGFX has a lower initial minimum investment than WCMIX: AEGFX (250) vs WCMIX (100000). AEGFX (9.75) and WCMIX (9.68) have marching annual gain over last year. WCMIX return over 5 years is better than : 28.81 vs. AEGFX (14.71).
| AEGFX | WCMIX | AEGFX / WCMIX | |
| Total Expense Ratio | 0.86 | 1.04 | 83% |
| Annual Report Gross Expense Ratio | 0.86 | 1.04 | 83% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 14.441 | 22.656 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 21.1B | 640% |
| Annual Yield % from dividends | 0.67 | 0.20 | 335% |
| Returns for 1 year | 9.75 | 9.68 | 101% |
| Returns for 3 years | 29.95 | 35.79 | 84% |
| Returns for 5 years | 14.71 | 28.81 | 51% |
| Returns for 10 years | 28.55 | 114.37 | 25% |
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