Ad is loading...
AEPFX vs WBIIX
AEPFX vs WBIIX Comparison
Open Charts AEPFX vs WBIIX
American Funds Europacific Growth F2
Price$57.90
Change-$0.20 (-0.34%)
VolumeN/A
CapitalizationN/A
William Blair Instl International Gr
Price$15.14
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
AEPFX vs WBIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. WBIIX commentary
Dec 18, 2024
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 StrongSell and WBIIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 132B vs. WBIIX (964M). AEPFX pays higher dividends than WBIIX: AEPFX (1.75) vs WBIIX (0.82). AEPFX was incepted earlier than WBIIX: AEPFX (16 years) vs WBIIX (22 years). WBIIX is a more actively managed with annual turnover of: 44.00 vs. AEPFX (34.00). 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 : 8.79 vs. WBIIX (7.76). AEPFX return over 5 years is better than : 11.26 vs. WBIIX (-10.56).
| AEPFX | WBIIX | AEPFX / WBIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | 6.594 | 5.139 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 964M | 13,693% |
| Annual Yield % from dividends | 1.75 | 0.82 | 213% |
| Returns for 1 year | 8.79 | 7.76 | 113% |
| Returns for 3 years | -3.26 | -15.77 | 21% |
| Returns for 5 years | 11.26 | -10.56 | -107% |
| Returns for 10 years | 33.89 | 6.55 | 518% |
View a ticker or compare two or three
VS
VS
Ad is loading...