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AEPGX vs WCMIX
AEPGX vs WCMIX Comparison
Open Charts AEPGX vs WCMIX
American Funds EUPAC A
Price$61.50
Change-$0.32 (-0.52%)
VolumeN/A
Net Assets135.06B
WCM Focused International Growth Instl
Price$26.69
Change-$0.12 (-0.45%)
VolumeN/A
Net Assets21.13B
AEPGX vs WCMIX Comparison Chart in %
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AEPGX vs. WCMIX 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 AEPGX is a Hold and WCMIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 135B vs. WCMIX (21.1B). AEPGX pays higher dividends than WCMIX: AEPGX (0.69) vs WCMIX (0.20). 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 (9.80) and WCMIX (9.68) have marching annual gain over last year. WCMIX return over 5 years is better than : 28.81 vs. AEPGX (14.88).
| 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 | 14.482 | 22.656 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 21.1B | 640% |
| Annual Yield % from dividends | 0.69 | 0.20 | 345% |
| Returns for 1 year | 9.80 | 9.68 | 101% |
| Returns for 3 years | 30.04 | 35.79 | 84% |
| Returns for 5 years | 14.88 | 28.81 | 52% |
| Returns for 10 years | 28.76 | 114.37 | 25% |
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