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AEPGX vs WCMIX
AEPGX vs WCMIX Comparison
Open Charts AEPGX vs WCMIX
American Funds EUPAC A
Price$63.88
Change+$0.20 (+0.31%)
VolumeN/A
Net Assets135.04B
WCM Focused International Growth Instl
Price$27.47
Change+$0.13 (+0.48%)
VolumeN/A
Net Assets21.54B
AEPGX vs WCMIX Comparison Chart in %
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AEPGX vs. WCMIX 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 AEPGX is a Hold and WCMIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 135B vs. WCMIX (21.5B). AEPGX pays higher dividends than WCMIX: AEPGX (0.68) vs WCMIX (0.21). AEPGX was incepted earlier than WCMIX: AEPGX (41 years) vs WCMIX (14 years). WCMIX (1.04) is less costly to investors than AEPGX (0.83). WCMIX (36.00) and AEPGX (35.00) have comparable annual turnover. AEPGX has a lower initial minimum investment than WCMIX: AEPGX (250) vs WCMIX (100000). AEPGX annual gain was more profitable for investors over the last year : 5.35 vs. WCMIX (3.35). WCMIX return over 5 years is better than : 30.69 vs. AEPGX (16.27).
| AEPGX | WCMIX | AEPGX / WCMIX | |
| Total Expense Ratio | 0.83 | 1.04 | 80% |
| Annual Report Gross Expense Ratio | 0.83 | 1.04 | 80% |
| Fund Existence | 41 years | 14 years | - |
| Gain YTD | 18.541 | 26.241 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 21.5B | 628% |
| Annual Yield % from dividends | 0.68 | 0.21 | 327% |
| Returns for 1 year | 5.35 | 3.35 | 160% |
| Returns for 3 years | 50.50 | 58.06 | 87% |
| Returns for 5 years | 16.27 | 30.69 | 53% |
| Returns for 10 years | 49.99 | 146.27 | 34% |
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