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AEPFX vs WAISX
AEPFX vs WAISX Comparison
Open Charts AEPFX vs WAISX
American Funds Europacific Growth F2
Price$53.95
Change-$1.56 (-2.81%)
VolumeN/A
Net Assets125.35B
Wasatch International Select Investor
Price$12.37
Change-$0.24 (-1.90%)
VolumeN/A
Net Assets3.83M
AEPFX vs WAISX Comparison Chart
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AEPFX vs. WAISX commentary
Apr 04, 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 AEPFX is a Buy and WAISX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 125B vs. WAISX (3.83M). AEPFX pays higher dividends than WAISX: AEPFX (1.38) vs WAISX (0.00). AEPFX was incepted earlier than WAISX: AEPFX (17 years) vs WAISX (6 years). WAISX (4.53) is less costly to investors than AEPFX (0.57). AEPFX is a more actively managed with annual turnover of: 30.00 vs. WAISX (22.00). AEPFX has a lower initial minimum investment than WAISX: AEPFX (250) vs WAISX (2000). WAISX annual gain was more profitable for investors over the last year : 10.23 vs. AEPFX (-6.61). AEPFX (40.25) and WAISX (39.80) have equivalent 5 years return.
| AEPFX | WAISX | AEPFX / WAISX | |
| Total Expense Ratio | 0.57 | 1.30 | 44% |
| Annual Report Gross Expense Ratio | 0.57 | 4.53 | 13% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 0.728 | 5.435 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 3.83M | 3,261,153% |
| Annual Yield % from dividends | 1.38 | 0.00 | - |
| Returns for 1 year | -6.61 | 10.23 | -65% |
| Returns for 3 years | -2.59 | 2.19 | -118% |
| Returns for 5 years | 40.25 | 39.80 | 101% |
| Returns for 10 years | 17.07 | N/A | - |
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