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AEPCX vs WBIIX
AEPCX vs WBIIX Comparison
Open Charts AEPCX vs WBIIX
American Funds EUPAC C
Price$56.50
Change-$0.76 (-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
AEPCX vs WBIIX Comparison Chart
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AEPCX 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 AEPCX is a Buy and WBIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 134B vs. WBIIX (965M). WBIIX pays higher dividends than AEPCX: WBIIX (1.27) vs AEPCX (0.32). AEPCX was incepted earlier than WBIIX: AEPCX (24 years) vs WBIIX (23 years). AEPCX (1.59) is less costly to investors than WBIIX (0.91). WBIIX is a more actively managed with annual turnover of: 50.00 vs. AEPCX (30.00). AEPCX has a lower initial minimum investment than WBIIX: AEPCX (250) vs WBIIX (500000). AEPCX annual gain was more profitable for investors over the last year : 2.57 vs. WBIIX (1.18). AEPCX return over 5 years is better than : 14.79 vs. WBIIX (-7.73).
| AEPCX | WBIIX | AEPCX / WBIIX | |
| Total Expense Ratio | 1.59 | 0.85 | 187% |
| Annual Report Gross Expense Ratio | 1.59 | 0.91 | 175% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 9.348 | 9.985 | 94% |
| 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 | 0.32 | 1.27 | 26% |
| Returns for 1 year | 2.57 | 1.18 | 217% |
| Returns for 3 years | 23.34 | 20.14 | 116% |
| Returns for 5 years | 14.79 | -7.73 | -191% |
| Returns for 10 years | 16.82 | 1.20 | 1,407% |
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