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AEPGX vs WBIIX
AEPGX vs WBIIX Comparison
Open Charts AEPGX vs WBIIX
American Funds Europacific Growth A
Price$52.73
Change+$0.89 (+1.72%)
VolumeN/A
Net Assets118.41B
William Blair Instl International Gr
Price$13.39
Change+$0.28 (+2.14%)
VolumeN/A
Net Assets877.95M
AEPGX vs WBIIX Comparison Chart
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AEPGX vs. WBIIX commentary
Apr 15, 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 AEPGX is a Hold and WBIIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 118B vs. WBIIX (878M). WBIIX pays higher dividends than AEPGX: WBIIX (1.39) vs AEPGX (1.11). AEPGX was incepted earlier than WBIIX: AEPGX (41 years) vs WBIIX (23 years). WBIIX (1.00) is less costly to investors than AEPGX (0.85). WBIIX is a more actively managed with annual turnover of: 50.00 vs. AEPGX (30.00). 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 : -8.50 vs. WBIIX (-10.27). AEPGX return over 5 years is better than : 22.02 vs. WBIIX (-5.35).
| AEPGX | WBIIX | AEPGX / WBIIX | |
| Total Expense Ratio | 0.85 | 0.94 | 90% |
| Annual Report Gross Expense Ratio | 0.85 | 1.00 | 85% |
| Fund Existence | 41 years | 23 years | - |
| Gain YTD | -1.843 | -2.405 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 878M | 13,440% |
| Annual Yield % from dividends | 1.11 | 1.39 | 80% |
| Returns for 1 year | -8.50 | -10.27 | 83% |
| Returns for 3 years | -1.17 | -10.41 | 11% |
| Returns for 5 years | 22.02 | -5.35 | -412% |
| Returns for 10 years | 6.85 | -12.25 | -56% |
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