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AEGFX vs BTLSX
AEGFX vs BTLSX Comparison
Open Charts AEGFX vs BTLSX
American Funds EUPAC F1
Price$63.56
Change-$1.61 (-2.47%)
VolumeN/A
Net Assets134.63B
Baillie Gifford Intl Concntr Gr EqsInstl
Price$8.65
Change-$0.84 (-8.85%)
VolumeN/A
Net Assets94.67M
AEGFX vs BTLSX Comparison Chart in %
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AEGFX vs. BTLSX commentary
Feb 05, 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 BTLSX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 135B vs. BTLSX (94.7M). AEGFX pays higher dividends than BTLSX: AEGFX (2.59) vs BTLSX (0.00). AEGFX was incepted earlier than BTLSX: AEGFX (25 years) vs BTLSX (8 years). BTLSX (0.99) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 35.00 vs. BTLSX (26.00). BTLSX has a lower initial minimum investment than AEGFX: BTLSX (0) vs AEGFX (250). AEGFX annual gain was more profitable for investors over the last year : 18.28 vs. BTLSX (8.81). AEGFX return over 5 years is better than : -4.23 vs. BTLSX (-36.20).
| AEGFX | BTLSX | AEGFX / BTLSX | |
| Total Expense Ratio | 0.86 | 0.81 | 106% |
| Annual Report Gross Expense Ratio | 0.86 | 0.99 | 87% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 5.652 | -1.705 | -332% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 94.7M | 142,555% |
| Annual Yield % from dividends | 2.59 | 0.00 | - |
| Returns for 1 year | 18.28 | 8.81 | 208% |
| Returns for 3 years | 25.47 | 28.91 | 88% |
| Returns for 5 years | -4.23 | -36.20 | 12% |
| Returns for 10 years | 66.54 | N/A | - |
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