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AEPGX vs WBIIX
AEPGX vs WBIIX Comparison
Open Charts AEPGX vs WBIIX
American Funds Europacific Growth A
Price$57.95
Change-$0.21 (-0.36%)
VolumeN/A
CapitalizationN/A
William Blair Instl International Gr
Price$15.14
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
AEPGX vs WBIIX Comparison Chart
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AEPGX 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 AEPGX is a StrongSell and WBIIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 132B vs. WBIIX (964M). AEPGX pays higher dividends than WBIIX: AEPGX (1.49) vs WBIIX (0.82). AEPGX was incepted earlier than WBIIX: AEPGX (41 years) vs WBIIX (22 years). WBIIX is a more actively managed with annual turnover of: 44.00 vs. AEPGX (34.00). AEPGX has a lower initial minimum investment than WBIIX: AEPGX (250) vs WBIIX (500000). AEPGX annual gain was more profitable for investors over the last year : 8.51 vs. WBIIX (7.76). AEPGX return over 5 years is better than : 8.43 vs. WBIIX (-10.56).
| AEPGX | WBIIX | AEPGX / WBIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 41 years | 22 years | - |
| Gain YTD | 6.324 | 5.139 | 123% |
| 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 | 1.49 | 0.82 | 181% |
| Returns for 1 year | 8.51 | 7.76 | 110% |
| Returns for 3 years | -5.10 | -15.77 | 32% |
| Returns for 5 years | 8.43 | -10.56 | -80% |
| Returns for 10 years | 26.97 | 6.55 | 412% |
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