Interact to see
Advertisement
Advertisement
AEPFX vs WCMRX
AEPFX vs WCMRX Comparison
Open Charts AEPFX vs WCMRX
American Funds EUPAC F2
Price$63.80
Change+$0.20 (+0.31%)
VolumeN/A
Net Assets135.04B
WCM Focused International Growth I
Price$26.99
Change+$0.13 (+0.48%)
VolumeN/A
Net Assets21.54B
AEPFX vs WCMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. WCMRX commentary
Sep 27, 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 AEPFX is a Hold and WCMRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B vs. WCMRX (21.5B). AEPFX pays higher dividends than WCMRX: AEPFX (0.85) vs WCMRX (0.00). AEPFX was incepted earlier than WCMRX: AEPFX (17 years) vs WCMRX (14 years). WCMRX (1.29) is less costly to investors than AEPFX (0.58). WCMRX (36.00) and AEPFX (35.00) have comparable annual turnover. AEPFX has a lower initial minimum investment than WCMRX: AEPFX (250) vs WCMRX (1000). AEPFX annual gain was more profitable for investors over the last year : 5.61 vs. WCMRX (2.94). WCMRX return over 5 years is better than : 28.76 vs. AEPFX (19.25).
| AEPFX | WCMRX | AEPFX / WCMRX | |
| Total Expense Ratio | 0.58 | 1.29 | 45% |
| Annual Report Gross Expense Ratio | 0.58 | 1.29 | 45% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 18.745 | 26.004 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 21.5B | 628% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 5.61 | 2.94 | 191% |
| Returns for 3 years | 53.37 | 56.65 | 94% |
| Returns for 5 years | 19.25 | 28.76 | 67% |
| Returns for 10 years | 58.16 | 140.46 | 41% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement