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AEGFX vs BTLSX
AEGFX vs BTLSX Comparison
Open Charts AEGFX vs BTLSX
American Funds EUPAC F1
Price$64.92
Change-$0.27 (-0.41%)
VolumeN/A
Net Assets137.72B
Baillie Gifford Intl Concntr Gr EqsInstl
Price$9.20
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets106.69M
AEGFX vs BTLSX Comparison Chart in %
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AEGFX vs. BTLSX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 138B vs. BTLSX (107M). AEGFX pays higher dividends than BTLSX: AEGFX (0.63) 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 : 18.10 vs. AEGFX (11.04). AEGFX return over 5 years is better than : 13.82 vs. BTLSX (-56.56).
| 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 | 21.437 | 21.854 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 107M | 128,972% |
| Annual Yield % from dividends | 0.63 | 0.00 | - |
| Returns for 1 year | 11.04 | 18.10 | 61% |
| Returns for 3 years | 48.71 | 76.35 | 64% |
| Returns for 5 years | 13.82 | -56.56 | -24% |
| Returns for 10 years | 42.45 | N/A | - |
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