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RERFX vs WCMIX
RERFX vs WCMIX Comparison
Open Charts RERFX vs WCMIX
American Funds EUPAC R5
Price$60.85
Change-$0.68 (-1.11%)
VolumeN/A
Net Assets135.06B
WCM Focused International Growth Instl
Price$26.45
Change-$0.24 (-0.90%)
VolumeN/A
Net Assets21.13B
RERFX vs WCMIX Comparison Chart in %
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RERFX vs. WCMIX commentary
Jul 29, 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 Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 135B vs. WCMIX (21.1B). RERFX pays higher dividends than WCMIX: RERFX (0.90) 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 : 9.14 vs. WCMIX (7.83). WCMIX return over 5 years is better than : 25.26 vs. RERFX (13.36).
| 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 | 14.666 | 22.656 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 21.1B | 640% |
| Annual Yield % from dividends | 0.90 | 0.20 | 452% |
| Returns for 1 year | 9.14 | 7.83 | 117% |
| Returns for 3 years | 25.90 | 28.49 | 91% |
| Returns for 5 years | 13.36 | 25.26 | 53% |
| Returns for 10 years | 29.19 | 112.69 | 26% |
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