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RERFX vs WCMIX
RERFX vs WCMIX Comparison
Open Charts RERFX vs WCMIX
American Funds EUPAC R5
Price$65.36
Change-$0.35 (-0.53%)
VolumeN/A
Net Assets138.4B
WCM Focused International Growth Instl
Price$27.92
Change-$0.18 (-0.64%)
VolumeN/A
Net Assets22.14B
RERFX vs WCMIX Comparison Chart in %
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RERFX vs. WCMIX commentary
Oct 09, 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: 138B vs. WCMIX (22.1B). RERFX pays higher dividends than WCMIX: RERFX (0.85) vs WCMIX (0.20). 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 (36.00) and RERFX (35.00) 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 : 10.59 vs. WCMIX (8.03). WCMIX return over 5 years is better than : 27.11 vs. RERFX (15.31).
| 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 | 21.804 | 29.136 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 22.1B | 624% |
| Annual Yield % from dividends | 0.85 | 0.20 | 430% |
| Returns for 1 year | 10.59 | 8.03 | 132% |
| Returns for 3 years | 50.89 | 58.50 | 87% |
| Returns for 5 years | 15.31 | 27.11 | 56% |
| Returns for 10 years | 45.03 | 137.10 | 33% |
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