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AEPCX vs BGCWX
AEPCX vs BGCWX Comparison
Open Charts AEPCX vs BGCWX
American Funds EUPAC C
Price$60.98
Change-$1.60 (-2.56%)
VolumeN/A
Net Assets134.63B
Baillie Gifford EAFE Plus All Cap 2
Price$16.03
Change-$0.14 (-0.87%)
VolumeN/A
Net Assets256.68M
AEPCX vs BGCWX Comparison Chart in %
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AEPCX vs. BGCWX 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 AEPCX is a Buy and BGCWX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 135B vs. BGCWX (257M). BGCWX pays higher dividends than AEPCX: BGCWX (7.76) vs AEPCX (2.16). AEPCX was incepted earlier than BGCWX: AEPCX (25 years) vs BGCWX (16 years). AEPCX (1.57) is less costly to investors than BGCWX (0.66). AEPCX is a more actively managed with annual turnover of: 35.00 vs. BGCWX (23.00). AEPCX has a lower initial minimum investment than BGCWX: AEPCX (250) vs BGCWX (25000000). AEPCX annual gain was more profitable for investors over the last year : 16.92 vs. BGCWX (-58.26). AEPCX return over 5 years is better than : -7.96 vs. BGCWX (-70.87).
| AEPCX | BGCWX | AEPCX / BGCWX | |
| Total Expense Ratio | 1.57 | 0.66 | 238% |
| Annual Report Gross Expense Ratio | 1.57 | 0.66 | 238% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 5.557 | 1.521 | 365% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 257M | 52,529% |
| Annual Yield % from dividends | 2.16 | 7.76 | 28% |
| Returns for 1 year | 16.92 | -58.26 | -29% |
| Returns for 3 years | 21.95 | -58.42 | -38% |
| Returns for 5 years | -7.96 | -70.87 | 11% |
| Returns for 10 years | 58.40 | -41.00 | -142% |
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