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AEPFX vs WBIIX
AEPFX vs WBIIX Comparison
Open Charts AEPFX vs WBIIX
American Funds Europacific Growth F2
Price$51.72
Change+$0.09 (+0.17%)
VolumeN/A
Net Assets116.3B
William Blair Instl International Gr
Price$13.11
Change-$0.09 (-0.68%)
VolumeN/A
Net Assets865.14M
AEPFX vs WBIIX Comparison Chart
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AEPFX vs. WBIIX commentary
Apr 12, 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 Hold and WBIIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 116B vs. WBIIX (865M). WBIIX (1.39) and AEPFX (1.38) have matching dividends . AEPFX was incepted earlier than WBIIX: AEPFX (17 years) vs WBIIX (23 years). WBIIX (1.00) is less costly to investors than AEPFX (0.57). WBIIX is a more actively managed with annual turnover of: 50.00 vs. AEPFX (30.00). AEPFX has a lower initial minimum investment than WBIIX: AEPFX (250) vs WBIIX (500000). AEPFX annual gain was more profitable for investors over the last year : -10.06 vs. WBIIX (-11.25). AEPFX return over 5 years is better than : 22.83 vs. WBIIX (-6.69).
| AEPFX | WBIIX | AEPFX / WBIIX | |
| Total Expense Ratio | 0.57 | 0.94 | 61% |
| Annual Report Gross Expense Ratio | 0.57 | 1.00 | 57% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -3.603 | -3.790 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 865M | 13,410% |
| Annual Yield % from dividends | 1.38 | 1.39 | 100% |
| Returns for 1 year | -10.06 | -11.25 | 89% |
| Returns for 3 years | -1.70 | -12.48 | 14% |
| Returns for 5 years | 22.83 | -6.69 | -341% |
| Returns for 10 years | 10.63 | -13.44 | -79% |
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