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AEPFX vs WBIIX
AEPFX vs WBIIX Comparison
Open Charts AEPFX vs WBIIX
American Funds Europacific Growth F2
Price$58.91
Change-$0.41 (-0.69%)
VolumeN/A
CapitalizationN/A
William Blair Instl International Gr
Price$15.59
Change-$0.07 (-0.45%)
VolumeN/A
CapitalizationN/A
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AEPFX vs WBIIX Comparison Chart
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AEPFX vs. WBIIX commentary
Sep 21, 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 Buy and WBIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 139B vs. WBIIX (1B). 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). WBIIX annual gain was more profitable for investors over the last year : 19.53 vs. AEPFX (16.83). AEPFX return over 5 years is better than : 20.51 vs. WBIIX (0.13).
| 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 | 8.454 | 8.264 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1B | 13,858% |
| Annual Yield % from dividends | 1.75 | 0.82 | 213% |
| Returns for 1 year | 16.83 | 19.53 | 86% |
| Returns for 3 years | -12.77 | -31.98 | 40% |
| Returns for 5 years | 20.51 | 0.13 | 16,192% |
| Returns for 10 years | 33.10 | -1.38 | -2,390% |
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