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AEGFX vs BGIVX
AEGFX vs BGIVX Comparison
Open Charts AEGFX vs BGIVX
American Funds EUPAC F1
Price$63.56
Change-$1.61 (-2.47%)
VolumeN/A
Net Assets134.63B
Baillie Gifford International Alpha 5
Price$14.88
Change-$1.27 (-7.86%)
VolumeN/A
Net Assets2.35B
AEGFX vs BGIVX Comparison Chart in %
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AEGFX vs. BGIVX commentary
Feb 04, 2026
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 AEGFX is a Buy and BGIVX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 135B vs. BGIVX (2.35B). AEGFX pays higher dividends than BGIVX: AEGFX (2.59) vs BGIVX (0.95). AEGFX was incepted earlier than BGIVX: AEGFX (25 years) vs BGIVX (12 years). AEGFX (0.86) is less costly to investors than BGIVX (0.44). AEGFX is a more actively managed with annual turnover of: 35.00 vs. BGIVX (20.00). AEGFX has a lower initial minimum investment than BGIVX: AEGFX (250) vs BGIVX (500000000). AEGFX annual gain was more profitable for investors over the last year : 18.28 vs. BGIVX (7.14). AEGFX return over 5 years is better than : -4.23 vs. BGIVX (-14.12).
| AEGFX | BGIVX | AEGFX / BGIVX | |
| Total Expense Ratio | 0.86 | 0.44 | 195% |
| Annual Report Gross Expense Ratio | 0.86 | 0.44 | 195% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 5.652 | 2.502 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 2.35B | 5,750% |
| Annual Yield % from dividends | 2.59 | 0.95 | 274% |
| Returns for 1 year | 18.28 | 7.14 | 256% |
| Returns for 3 years | 25.47 | 18.37 | 139% |
| Returns for 5 years | -4.23 | -14.12 | 30% |
| Returns for 10 years | 66.54 | 68.75 | 97% |
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