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AEGFX vs BTLSX
AEGFX vs BTLSX Comparison
Open Charts AEGFX vs BTLSX
American Funds EUPAC F1
Price$60.25
Change+$0.15 (+0.25%)
VolumeN/A
Net Assets134.15B
Baillie Gifford Intl Concntr Gr EqsInstl
Price$8.86
Change+$0.06 (+0.68%)
VolumeN/A
Net Assets99.27M
AEGFX vs BTLSX Comparison Chart in %
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AEGFX vs. BTLSX commentary
Dec 27, 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 AEGFX is a Buy and BTLSX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 134B vs. BTLSX (99.3M). AEGFX pays higher dividends than BTLSX: AEGFX (0.62) 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). BTLSX annual gain was more profitable for investors over the last year : 13.70 vs. AEGFX (11.62). AEGFX return over 5 years is better than : -7.38 vs. BTLSX (-63.55).
| 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 | 12.701 | 16.556 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 99.3M | 134,945% |
| Annual Yield % from dividends | 0.62 | 0.00 | - |
| Returns for 1 year | 11.62 | 13.70 | 85% |
| Returns for 3 years | 26.82 | 47.74 | 56% |
| Returns for 5 years | -7.38 | -63.55 | 12% |
| Returns for 10 years | 37.31 | N/A | - |
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