WBIGX vs. EPDPX
Compare and contrast key facts about William Blair International Growth Fund (WBIGX) and EuroPac International Dividend Income Fund Class A (EPDPX).
WBIGX is managed by William Blair. It was launched on Sep 30, 1992. EPDPX is managed by Euro Pacific Asset Management. It was launched on Jan 10, 2014.
Performance
WBIGX vs. EPDPX - Performance Comparison
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WBIGX vs. EPDPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WBIGX William Blair International Growth Fund | -0.77% | 17.90% | 2.11% | 15.16% | -28.65% | 8.61% | 31.66% | 30.25% | -17.99% | 29.10% |
EPDPX EuroPac International Dividend Income Fund Class A | 8.52% | 61.93% | 0.72% | 7.46% | 1.27% | 7.78% | 8.83% | 13.05% | -11.02% | 15.53% |
Returns By Period
In the year-to-date period, WBIGX achieves a -0.77% return, which is significantly lower than EPDPX's 8.52% return. Over the past 10 years, WBIGX has underperformed EPDPX with an annualized return of 6.98%, while EPDPX has yielded a comparatively higher 9.83% annualized return.
WBIGX
- 1D
- 2.95%
- 1M
- -8.84%
- YTD
- -0.77%
- 6M
- 0.87%
- 1Y
- 16.42%
- 3Y*
- 8.28%
- 5Y*
- 1.11%
- 10Y*
- 6.98%
EPDPX
- 1D
- 2.47%
- 1M
- -6.52%
- YTD
- 8.52%
- 6M
- 18.76%
- 1Y
- 47.83%
- 3Y*
- 21.55%
- 5Y*
- 14.82%
- 10Y*
- 9.83%
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WBIGX vs. EPDPX - Expense Ratio Comparison
WBIGX has a 1.31% expense ratio, which is lower than EPDPX's 1.52% expense ratio.
Return for Risk
WBIGX vs. EPDPX — Risk / Return Rank
WBIGX
EPDPX
WBIGX vs. EPDPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair International Growth Fund (WBIGX) and EuroPac International Dividend Income Fund Class A (EPDPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| WBIGX | EPDPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 2.99 | -1.97 |
Sortino ratioReturn per unit of downside risk | 1.44 | 3.53 | -2.09 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.57 | -0.35 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 4.39 | -3.31 |
Martin ratioReturn relative to average drawdown | 4.19 | 17.85 | -13.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WBIGX | EPDPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 2.99 | -1.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 1.06 | -0.99 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.66 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.45 | +0.03 |
Correlation
The correlation between WBIGX and EPDPX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WBIGX vs. EPDPX - Dividend Comparison
WBIGX's dividend yield for the trailing twelve months is around 19.12%, more than EPDPX's 5.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBIGX William Blair International Growth Fund | 19.12% | 18.97% | 7.47% | 3.38% | 7.92% | 11.75% | 0.82% | 1.07% | 8.56% | 1.28% | 1.51% | 0.92% |
EPDPX EuroPac International Dividend Income Fund Class A | 5.68% | 6.55% | 3.82% | 3.08% | 2.56% | 2.07% | 1.70% | 2.43% | 2.66% | 2.69% | 2.24% | 3.58% |
Drawdowns
WBIGX vs. EPDPX - Drawdown Comparison
The maximum WBIGX drawdown since its inception was -65.35%, which is greater than EPDPX's maximum drawdown of -39.21%. Use the drawdown chart below to compare losses from any high point for WBIGX and EPDPX.
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Drawdown Indicators
| WBIGX | EPDPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.35% | -39.21% | -26.14% |
Max Drawdown (1Y)Largest decline over 1 year | -13.23% | -10.96% | -2.27% |
Max Drawdown (5Y)Largest decline over 5 years | -41.18% | -21.06% | -20.12% |
Max Drawdown (10Y)Largest decline over 10 years | -41.18% | -33.34% | -7.84% |
Current DrawdownCurrent decline from peak | -10.67% | -7.16% | -3.51% |
Average DrawdownAverage peak-to-trough decline | -14.83% | -11.30% | -3.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.43% | 2.70% | +0.73% |
Volatility
WBIGX vs. EPDPX - Volatility Comparison
William Blair International Growth Fund (WBIGX) has a higher volatility of 7.82% compared to EuroPac International Dividend Income Fund Class A (EPDPX) at 7.11%. This indicates that WBIGX's price experiences larger fluctuations and is considered to be riskier than EPDPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WBIGX | EPDPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.82% | 7.11% | +0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 11.81% | 11.64% | +0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.81% | 16.26% | +0.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.57% | 14.07% | +2.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.10% | 14.88% | +2.22% |