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RERFX vs WCMIX
RERFX vs WCMIX Comparison
Open Charts RERFX vs WCMIX
American Funds EUPAC R5
Price$62.32
Change-$0.13 (-0.21%)
VolumeN/A
Net Assets135.75B
WCM Focused International Growth Instl
Price$26.50
Change-$0.20 (-0.75%)
VolumeN/A
Net Assets21.18B
RERFX vs WCMIX Comparison Chart in %
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RERFX vs. WCMIX commentary
Aug 20, 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: 136B vs. WCMIX (21.2B). RERFX pays higher dividends than WCMIX: RERFX (0.92) 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 (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 : 6.77 vs. WCMIX (2.42). WCMIX return over 5 years is better than : 24.55 vs. RERFX (13.42).
| 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 | 16.139 | 22.702 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 21.2B | 642% |
| Annual Yield % from dividends | 0.92 | 0.21 | 439% |
| Returns for 1 year | 6.77 | 2.42 | 280% |
| Returns for 3 years | 28.58 | 29.47 | 97% |
| Returns for 5 years | 13.42 | 24.55 | 55% |
| Returns for 10 years | 40.61 | 131.82 | 31% |
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