AEPGX
Price
$60.74
Change
+$0.13 (+0.21%)
Updated
Jul 3 closing price
Net Assets
134.48B
WCMIX
Price
$26.87
Change
+$0.16 (+0.60%)
Updated
Jul 3 closing price
Net Assets
21.18B
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AEPGX vs WCMIX

Header iconAEPGX vs WCMIX Comparison
Open Charts AEPGX vs WCMIXBanner chart's image
American Funds EUPAC A
Price$60.74
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets134.48B
WCM Focused International Growth Instl
Price$26.87
Change+$0.16 (+0.60%)
VolumeN/A
Net Assets21.18B
AEPGX vs WCMIX Comparison Chart in %
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AEPGX vs. WCMIX commentary
Jul 07, 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 Buy and WCMIX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 134B vs. WCMIX (21.2B). 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 (0.85). WCMIX is a more actively managed with annual turnover of: 36.00 vs. AEPGX (30.00). AEPGX has a lower initial minimum investment than WCMIX: AEPGX (250) vs WCMIX (100000). WCMIX annual gain was more profitable for investors over the last year : 7.00 vs. AEPGX (5.28). WCMIX return over 5 years is better than : 33.94 vs. AEPGX (17.03).
AEPGXWCMIXAEPGX / WCMIX
Total Expense Ratio0.851.0482%
Annual Report Gross Expense Ratio0.851.0482%
Fund Existence41 years14 years-
Gain YTD13.06823.48356%
Front Load6%N/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets134B21.2B632%
Annual Yield % from dividends0.690.20345%
Returns for 1 year5.287.0075%
Returns for 3 years29.7742.6570%
Returns for 5 years17.0333.9450%
Returns for 10 years27.52121.0523%
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