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RERFX vs WCMIX
RERFX vs WCMIX Comparison
Open Charts RERFX vs WCMIX
American Funds EUPAC R5
Price$60.86
Change+$0.19 (+0.31%)
VolumeN/A
Net Assets133.45B
WCM Focused International Growth Instl
Price$26.74
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets21.03B
RERFX vs WCMIX Comparison Chart
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RERFX vs. WCMIX commentary
Jun 07, 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 Buy and WCMIX is a Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 133B vs. WCMIX (21B). RERFX pays higher dividends than WCMIX: RERFX (1.32) vs WCMIX (0.21). 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: 36.00 vs. RERFX (30.00). RERFX has a lower initial minimum investment than WCMIX: RERFX (250) vs WCMIX (100000). WCMIX annual gain was more profitable for investors over the last year : 5.28 vs. RERFX (3.20). WCMIX return over 5 years is better than : 37.90 vs. RERFX (20.07).
| 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 | 13.418 | 22.656 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 21B | 633% |
| Annual Yield % from dividends | 1.32 | 0.21 | 632% |
| Returns for 1 year | 3.20 | 5.28 | 61% |
| Returns for 3 years | 17.84 | 30.11 | 59% |
| Returns for 5 years | 20.07 | 37.90 | 53% |
| Returns for 10 years | 28.09 | 115.56 | 24% |
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