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FUEPX vs WBIIX
FUEPX vs WBIIX Comparison
Open Charts FUEPX vs WBIIX
American Funds EUPAC 529-F-2
Price$67.12
Change+$0.50 (+0.75%)
VolumeN/A
Net Assets138.09B
William Blair Instl International Gr
Price$16.21
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets981.62M
FUEPX vs WBIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 138B vs. WBIIX (982M). WBIIX pays higher dividends than FUEPX: WBIIX (1.19) vs FUEPX (0.80). FUEPX was incepted earlier than WBIIX: FUEPX (5 years) vs WBIIX (23 years). WBIIX (0.91) is less costly to investors than FUEPX (0.59). WBIIX is a more actively managed with annual turnover of: 50.00 vs. FUEPX (35.00). FUEPX has a lower initial minimum investment than WBIIX: FUEPX (250) vs WBIIX (500000). FUEPX annual gain was more profitable for investors over the last year : 17.54 vs. WBIIX (8.98). FUEPX return over 5 years is better than : 13.38 vs. WBIIX (-21.52).
| FUEPX | WBIIX | FUEPX / WBIIX | |
| Total Expense Ratio | 0.59 | 0.85 | 69% |
| Annual Report Gross Expense Ratio | 0.59 | 0.91 | 65% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 25.061 | 18.149 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 982M | 14,053% |
| Annual Yield % from dividends | 0.80 | 1.19 | 67% |
| Returns for 1 year | 17.54 | 8.98 | 195% |
| Returns for 3 years | 39.72 | 18.92 | 210% |
| Returns for 5 years | 13.38 | -21.52 | -62% |
| Returns for 10 years | N/A | 16.64 | - |
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