Ad is loading...
RERFX vs WCMIX
RERFX vs WCMIX Comparison
Open Charts RERFX vs WCMIX
American Funds Europacific Growth R5
Price$56.76
Change-$1.26 (-2.17%)
VolumeN/A
CapitalizationN/A
WCM Focused International Growth Instl
Price$22.07
Change-$0.64 (-2.82%)
VolumeN/A
CapitalizationN/A
RERFX vs WCMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RERFX vs. WCMIX commentary
Dec 19, 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 RERFX is a StrongSell and WCMIX is a Hold.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 131B vs. WCMIX (18B). RERFX pays higher dividends than WCMIX: RERFX (1.79) vs WCMIX (0.00). RERFX was incepted earlier than WCMIX: RERFX (23 years) vs WCMIX (14 years). RERFX (34.00) and WCMIX (33.00) have comparable annual turnover. RERFX has a lower initial minimum investment than WCMIX: RERFX (250) vs WCMIX (100000). RERFX annual gain was more profitable for investors over the last year : 5.49 vs. WCMIX (-2.51). WCMIX return over 5 years is better than : 17.48 vs. RERFX (7.32).
| RERFX | WCMIX | RERFX / WCMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 4.336 | -2.808 | -154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 18B | 728% |
| Annual Yield % from dividends | 1.79 | 0.00 | - |
| Returns for 1 year | 5.49 | -2.51 | -219% |
| Returns for 3 years | -6.50 | -16.37 | 40% |
| Returns for 5 years | 7.32 | 17.48 | 42% |
| Returns for 10 years | 25.72 | 91.46 | 28% |