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AEGFX vs WCMIX
AEGFX vs WCMIX Comparison
Open Charts AEGFX vs WCMIX
American Funds EUPAC F1
Price$60.42
Change+$0.13 (+0.22%)
VolumeN/A
Net Assets134.48B
WCM Focused International Growth Instl
Price$26.87
Change+$0.16 (+0.60%)
VolumeN/A
Net Assets21.18B
AEGFX vs WCMIX Comparison Chart in %
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AEGFX vs. WCMIX 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 WCMIX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 134B vs. WCMIX (21.2B). 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 is a more actively managed with annual turnover of: 36.00 vs. AEGFX (30.00). AEGFX has a lower initial minimum investment than WCMIX: AEGFX (250) vs WCMIX (100000). WCMIX annual gain was more profitable for investors over the last year : 7.00 vs. AEGFX (5.20). WCMIX return over 5 years is better than : 33.94 vs. AEGFX (16.84).
| 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 | 13.019 | 23.483 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 21.2B | 632% |
| Annual Yield % from dividends | 0.67 | 0.20 | 335% |
| Returns for 1 year | 5.20 | 7.00 | 74% |
| Returns for 3 years | 29.67 | 42.65 | 70% |
| Returns for 5 years | 16.84 | 33.94 | 50% |
| Returns for 10 years | 27.31 | 121.05 | 23% |
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