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RERFX vs WCMIX
RERFX vs WCMIX Comparison
Open Charts RERFX vs WCMIX
American Funds Europacific Growth R5
Price$54.06
Change-$1.56 (-2.80%)
VolumeN/A
Net Assets125.35B
WCM Focused International Growth Instl
Price$22.52
Change-$0.68 (-2.93%)
VolumeN/A
Net Assets18.29B
RERFX vs WCMIX Comparison Chart
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RERFX vs. WCMIX commentary
Apr 04, 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 RERFX is a Hold and WCMIX is a Hold.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 125B vs. WCMIX (18.3B). RERFX pays higher dividends than WCMIX: RERFX (1.43) vs WCMIX (0.24). RERFX was incepted earlier than WCMIX: RERFX (23 years) vs WCMIX (14 years). WCMIX (1.04) is less costly to investors than RERFX (0.52). WCMIX is a more actively managed with annual turnover of: 33.00 vs. RERFX (30.00). 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 : -6.55 vs. WCMIX (-7.28). WCMIX return over 5 years is better than : 54.19 vs. RERFX (38.26).
| RERFX | WCMIX | RERFX / WCMIX | |
| Total Expense Ratio | 0.52 | 1.04 | 50% |
| Annual Report Gross Expense Ratio | 0.52 | 1.04 | 50% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 0.745 | 6.618 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 18.3B | 683% |
| Annual Yield % from dividends | 1.43 | 0.24 | 608% |
| Returns for 1 year | -6.55 | -7.28 | 90% |
| Returns for 3 years | -3.72 | -0.16 | 2,368% |
| Returns for 5 years | 38.26 | 54.19 | 71% |
| Returns for 10 years | 12.37 | 88.57 | 14% |
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