AEPCX
Price
$58.83
Change
-$0.31 (-0.52%)
Updated
Jul 25 closing price
Net Assets
135.06B
WBIIX
Price
$15.54
Change
-$0.09 (-0.58%)
Updated
Jul 25 closing price
Net Assets
949.17M
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AEPCX vs WBIIX

Header iconAEPCX vs WBIIX Comparison
Open Charts AEPCX vs WBIIXBanner chart's image
American Funds EUPAC C
Price$58.83
Change-$0.31 (-0.52%)
VolumeN/A
Net Assets135.06B
William Blair Instl International Gr
Price$15.54
Change-$0.09 (-0.58%)
VolumeN/A
Net Assets949.17M
AEPCX vs WBIIX Comparison Chart in %
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AEPCX vs. WBIIX 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 AEPCX is a Hold and WBIIX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 135B vs. WBIIX (949M). WBIIX pays higher dividends than AEPCX: WBIIX (1.23) vs AEPCX (0.17). AEPCX was incepted earlier than WBIIX: AEPCX (24 years) vs WBIIX (23 years). AEPCX (1.57) is less costly to investors than WBIIX (0.91). WBIIX is a more actively managed with annual turnover of: 50.00 vs. AEPCX (35.00). 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 : 8.73 vs. WBIIX (5.88). AEPCX return over 5 years is better than : 10.77 vs. WBIIX (-14.50).
AEPCXWBIIXAEPCX / WBIIX
Total Expense Ratio1.570.85185%
Annual Report Gross Expense Ratio1.570.91173%
Fund Existence24 years23 years-
Gain YTD13.85713.265104%
Front LoadN/AN/A-
Min. Initial Investment2505000000%
Min. Initial Investment IRAN/AN/A-
Net Assets135B949M14,226%
Annual Yield % from dividends0.171.2313%
Returns for 1 year8.735.88148%
Returns for 3 years27.4116.50166%
Returns for 5 years10.77-14.50-74%
Returns for 10 years23.395.70410%
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