Interact to see
Advertisement
Advertisement
AEPCX vs WCMIX
AEPCX vs WCMIX Comparison
Open Charts AEPCX vs WCMIX
American Funds EUPAC C
Price$59.44
Change+$0.30 (+0.51%)
VolumeN/A
Net Assets132.86B
WCM Focused International Growth Instl
Price$26.44
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets20.91B
AEPCX vs WCMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. WCMIX commentary
Sep 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 AEPCX is a Hold and WCMIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 133B vs. WCMIX (20.9B). WCMIX pays higher dividends than AEPCX: WCMIX (0.21) vs AEPCX (0.16). AEPCX was incepted earlier than WCMIX: AEPCX (25 years) vs WCMIX (14 years). AEPCX (1.57) is less costly to investors than WCMIX (1.04). WCMIX (36.00) and AEPCX (35.00) have comparable annual turnover. AEPCX has a lower initial minimum investment than WCMIX: AEPCX (250) vs WCMIX (100000). AEPCX annual gain was more profitable for investors over the last year : 7.59 vs. WCMIX (3.44). WCMIX return over 5 years is better than : 24.61 vs. AEPCX (7.78).
| AEPCX | WCMIX | AEPCX / WCMIX | |
| Total Expense Ratio | 1.57 | 1.04 | 151% |
| Annual Report Gross Expense Ratio | 1.57 | 1.04 | 151% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 15.038 | 21.507 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 20.9B | 636% |
| Annual Yield % from dividends | 0.16 | 0.21 | 79% |
| Returns for 1 year | 7.59 | 3.44 | 221% |
| Returns for 3 years | 32.65 | 39.11 | 83% |
| Returns for 5 years | 7.78 | 24.61 | 32% |
| Returns for 10 years | 34.34 | 128.59 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement