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AEPCX vs WCMIX
AEPCX vs WCMIX Comparison
Open Charts AEPCX vs WCMIX
American Funds EUPAC C
Price$58.16
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets133.45B
WCM Focused International Growth Instl
Price$26.69
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets21.03B
AEPCX vs WCMIX Comparison Chart
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AEPCX vs. WCMIX commentary
Jun 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 Buy and WCMIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 133B vs. WCMIX (21B). AEPCX pays higher dividends than WCMIX: AEPCX (0.32) vs WCMIX (0.21). AEPCX was incepted earlier than WCMIX: AEPCX (24 years) vs WCMIX (14 years). AEPCX (1.59) is less costly to investors than WCMIX (1.04). WCMIX is a more actively managed with annual turnover of: 36.00 vs. AEPCX (30.00). AEPCX has a lower initial minimum investment than WCMIX: AEPCX (250) vs WCMIX (100000). WCMIX annual gain was more profitable for investors over the last year : 5.46 vs. AEPCX (2.04). WCMIX return over 5 years is better than : 37.59 vs. AEPCX (14.22).
| AEPCX | WCMIX | AEPCX / WCMIX | |
| Total Expense Ratio | 1.59 | 1.04 | 153% |
| Annual Report Gross Expense Ratio | 1.59 | 1.04 | 153% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 12.502 | 22.381 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 21B | 633% |
| Annual Yield % from dividends | 0.32 | 0.21 | 155% |
| Returns for 1 year | 2.04 | 5.46 | 37% |
| Returns for 3 years | 14.82 | 30.58 | 48% |
| Returns for 5 years | 14.22 | 37.59 | 38% |
| Returns for 10 years | 20.67 | 114.57 | 18% |
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