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AEPGX vs WCMIX
AEPGX vs WCMIX Comparison
Open Charts AEPGX vs WCMIX
American Funds EUPAC A
Price$62.41
Change+$0.36 (+0.58%)
VolumeN/A
Net Assets135.22B
WCM Focused International Growth Instl
Price$26.59
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets21.1B
AEPGX vs WCMIX Comparison Chart in %
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AEPGX vs. WCMIX commentary
Aug 17, 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 (0.70) 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 : 8.23 vs. WCMIX (3.34). WCMIX return over 5 years is better than : 25.26 vs. AEPGX (12.84).
| 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 | 16.176 | 22.197 | 73% |
| 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 | 0.70 | 0.21 | 335% |
| Returns for 1 year | 8.23 | 3.34 | 246% |
| Returns for 3 years | 24.68 | 25.89 | 95% |
| Returns for 5 years | 12.84 | 25.26 | 51% |
| Returns for 10 years | 32.25 | 118.57 | 27% |
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