Interact to see
Advertisement
Advertisement
AEGFX vs BTLSX
AEGFX vs BTLSX Comparison
Open Charts AEGFX vs BTLSX
American Funds EUPAC F1
Price$65.57
Change-$1.12 (-1.68%)
VolumeN/A
Net Assets138.83B
Baillie Gifford Intl Concntr Gr EqsInstl
Price$8.95
Change-$0.19 (-2.08%)
VolumeN/A
Net Assets104.32M
AEGFX vs BTLSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. BTLSX commentary
Nov 14, 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: 139B vs. BTLSX (104M). 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). AEGFX annual gain was more profitable for investors over the last year : 16.08 vs. BTLSX (13.58). AEGFX return over 5 years is better than : 8.54 vs. BTLSX (-58.98).
| 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 | 22.652 | 18.543 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 104M | 133,654% |
| Annual Yield % from dividends | 0.62 | 0.00 | - |
| Returns for 1 year | 16.08 | 13.58 | 118% |
| Returns for 3 years | 35.87 | 43.05 | 83% |
| Returns for 5 years | 8.54 | -58.98 | -14% |
| Returns for 10 years | 45.31 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement