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AEPGX vs WBIIX
AEPGX vs WBIIX Comparison
Open Charts AEPGX vs WBIIX
American Funds Europacific Growth A
Price$59.00
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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AEPGX vs WBIIX Comparison Chart
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AEPGX 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 AEPGX is a Buy and WBIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 139B vs. WBIIX (1B). AEPGX pays higher dividends than WBIIX: AEPGX (1.49) vs WBIIX (0.82). AEPGX was incepted earlier than WBIIX: AEPGX (40 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). WBIIX annual gain was more profitable for investors over the last year : 19.53 vs. AEPGX (16.52). AEPGX return over 5 years is better than : 16.42 vs. WBIIX (0.13).
| AEPGX | WBIIX | AEPGX / WBIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 40 years | 22 years | - |
| Gain YTD | 8.250 | 8.264 | 100% |
| 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 | 1.49 | 0.82 | 181% |
| Returns for 1 year | 16.52 | 19.53 | 85% |
| Returns for 3 years | -14.40 | -31.98 | 45% |
| Returns for 5 years | 16.42 | 0.13 | 12,957% |
| Returns for 10 years | 26.23 | -1.38 | -1,894% |
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