AEPCX
Price
$60.98
Change
-$1.60 (-2.56%)
Updated
Feb 3 closing price
Net Assets
134.63B
WCMIX
Price
$26.57
Change
-$1.26 (-4.53%)
Updated
Feb 3 closing price
Net Assets
21.67B
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AEPCX vs WCMIX

Header iconAEPCX vs WCMIX Comparison
Open Charts AEPCX vs WCMIXBanner chart's image
American Funds EUPAC C
Price$60.98
Change-$1.60 (-2.56%)
VolumeN/A
Net Assets134.63B
WCM Focused International Growth Instl
Price$26.57
Change-$1.26 (-4.53%)
VolumeN/A
Net Assets21.67B
AEPCX vs WCMIX Comparison Chart in %
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AEPCX vs. WCMIX commentary
Feb 04, 2026

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 WCMIX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 135B vs. WCMIX (21.7B). AEPCX pays higher dividends than WCMIX: AEPCX (2.16) vs WCMIX (0.77). AEPCX was incepted earlier than WCMIX: AEPCX (25 years) vs WCMIX (15 years). AEPCX (1.57) is less costly to investors than WCMIX (1.04). WCMIX (36.00) and AEPCX (35.00) have comparable annual turnover. AEPCX has a lower initial minimum investment than WCMIX: AEPCX (250) vs WCMIX (100000). AEPCX (16.92) and WCMIX (16.37) have marching annual gain over last year. WCMIX return over 5 years is better than : 4.55 vs. AEPCX (-7.96).
AEPCXWCMIXAEPCX / WCMIX
Total Expense Ratio1.571.04151%
Annual Report Gross Expense Ratio1.571.04151%
Fund Existence25 years15 years-
Gain YTD5.5576.79382%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets135B21.7B622%
Annual Yield % from dividends2.160.77282%
Returns for 1 year16.9216.37103%
Returns for 3 years21.9522.1599%
Returns for 5 years-7.964.55-175%
Returns for 10 years58.40139.1142%
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