WCMIX vs. EPDIX
Compare and contrast key facts about WCM Focused International Growth Fund (WCMIX) and EuroPac International Dividend Income Fund (EPDIX).
WCMIX is managed by WCM Investment Management. It was launched on May 30, 2011. EPDIX is managed by Euro Pacific Asset Management. It was launched on Jan 9, 2014.
Performance
WCMIX vs. EPDIX - Performance Comparison
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WCMIX vs. EPDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WCMIX WCM Focused International Growth Fund | -4.22% | 20.92% | 6.96% | 16.56% | -28.90% | 17.08% | 32.80% | 35.19% | -7.37% | 31.24% |
EPDIX EuroPac International Dividend Income Fund | 5.87% | 62.35% | 0.87% | 7.85% | 1.53% | 8.04% | 9.23% | 13.33% | -10.74% | 15.81% |
Returns By Period
In the year-to-date period, WCMIX achieves a -4.22% return, which is significantly lower than EPDIX's 5.87% return. Both investments have delivered pretty close results over the past 10 years, with WCMIX having a 10.17% annualized return and EPDIX not far behind at 9.85%.
WCMIX
- 1D
- 0.13%
- 1M
- -12.55%
- YTD
- -4.22%
- 6M
- -8.59%
- 1Y
- 10.14%
- 3Y*
- 9.30%
- 5Y*
- 3.76%
- 10Y*
- 10.17%
EPDIX
- 1D
- 0.07%
- 1M
- -9.48%
- YTD
- 5.87%
- 6M
- 16.80%
- 1Y
- 44.92%
- 3Y*
- 20.84%
- 5Y*
- 14.71%
- 10Y*
- 9.85%
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WCMIX vs. EPDIX - Expense Ratio Comparison
WCMIX has a 1.04% expense ratio, which is lower than EPDIX's 1.25% expense ratio.
Return for Risk
WCMIX vs. EPDIX — Risk / Return Rank
WCMIX
EPDIX
WCMIX vs. EPDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WCM Focused International Growth Fund (WCMIX) and EuroPac International Dividend Income Fund (EPDIX). 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.
| WCMIX | EPDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 2.80 | -2.36 |
Sortino ratioReturn per unit of downside risk | 0.78 | 3.33 | -2.55 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.54 | -0.43 |
Calmar ratioReturn relative to maximum drawdown | 0.44 | 4.08 | -3.63 |
Martin ratioReturn relative to average drawdown | 1.34 | 16.78 | -15.44 |
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
| WCMIX | EPDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 2.80 | -2.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 1.06 | -0.86 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.66 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.46 | +0.02 |
Correlation
The correlation between WCMIX and EPDIX is 0.64, 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
WCMIX vs. EPDIX - Dividend Comparison
WCMIX's dividend yield for the trailing twelve months is around 5.99%, less than EPDIX's 6.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCMIX WCM Focused International Growth Fund | 5.99% | 5.73% | 12.78% | 0.65% | 0.11% | 4.60% | 1.42% | 0.22% | 4.17% | 0.46% | 2.09% | 1.20% |
EPDIX EuroPac International Dividend Income Fund | 6.72% | 7.71% | 4.09% | 3.32% | 2.81% | 2.31% | 1.92% | 2.68% | 3.00% | 2.93% | 2.47% | 3.88% |
Drawdowns
WCMIX vs. EPDIX - Drawdown Comparison
The maximum WCMIX drawdown since its inception was -39.69%, roughly equal to the maximum EPDIX drawdown of -38.23%. Use the drawdown chart below to compare losses from any high point for WCMIX and EPDIX.
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Drawdown Indicators
| WCMIX | EPDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.69% | -38.23% | -1.46% |
Max Drawdown (1Y)Largest decline over 1 year | -12.95% | -10.92% | -2.03% |
Max Drawdown (5Y)Largest decline over 5 years | -39.69% | -20.98% | -18.71% |
Max Drawdown (10Y)Largest decline over 10 years | -39.69% | -32.84% | -6.85% |
Current DrawdownCurrent decline from peak | -12.84% | -9.48% | -3.36% |
Average DrawdownAverage peak-to-trough decline | -7.54% | -10.88% | +3.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.30% | 2.65% | +1.65% |
Volatility
WCMIX vs. EPDIX - Volatility Comparison
WCM Focused International Growth Fund (WCMIX) has a higher volatility of 8.12% compared to EuroPac International Dividend Income Fund (EPDIX) at 6.47%. This indicates that WCMIX's price experiences larger fluctuations and is considered to be riskier than EPDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WCMIX | EPDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.12% | 6.47% | +1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 12.97% | 11.36% | +1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.62% | 16.09% | +4.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.60% | 14.01% | +5.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.84% | 14.86% | +3.98% |