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AEPGX vs WCMIX
AEPGX vs WCMIX Comparison
Open Charts AEPGX vs WCMIX
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.
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).
| AEPGX | WCMIX | AEPGX / WCMIX | |
| Total Expense Ratio | 0.85 | 1.04 | 82% |
| Annual Report Gross Expense Ratio | 0.85 | 1.04 | 82% |
| Fund Existence | 41 years | 14 years | - |
| Gain YTD | 13.068 | 23.483 | 56% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 21.2B | 632% |
| Annual Yield % from dividends | 0.69 | 0.20 | 345% |
| Returns for 1 year | 5.28 | 7.00 | 75% |
| Returns for 3 years | 29.77 | 42.65 | 70% |
| Returns for 5 years | 17.03 | 33.94 | 50% |
| Returns for 10 years | 27.52 | 121.05 | 23% |
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