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AEPCX vs BTLKX
AEPCX vs BTLKX Comparison
Open Charts AEPCX vs BTLKX
American Funds EUPAC C
Price$58.83
Change-$0.31 (-0.52%)
VolumeN/A
Net Assets135.06B
Baillie Gifford Intl Concntr Gr EqsK
Price$9.40
Change+$0.04 (+0.43%)
VolumeN/A
Net Assets106.55M
AEPCX vs BTLKX Comparison Chart in %
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AEPCX vs. BTLKX commentary
Jul 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 AEPCX is a Hold and BTLKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 135B vs. BTLKX (107M). AEPCX pays higher dividends than BTLKX: AEPCX (0.17) vs BTLKX (0.00). AEPCX was incepted earlier than BTLKX: AEPCX (24 years) vs BTLKX (8 years). AEPCX (1.57) is less costly to investors than BTLKX (0.90). AEPCX is a more actively managed with annual turnover of: 35.00 vs. BTLKX (26.00). AEPCX has a lower initial minimum investment than BTLKX: AEPCX (250) vs BTLKX (10000000). BTLKX annual gain was more profitable for investors over the last year : 33.52 vs. AEPCX (8.73). AEPCX return over 5 years is better than : 10.77 vs. BTLKX (-46.80).
| AEPCX | BTLKX | AEPCX / BTLKX | |
| Total Expense Ratio | 1.57 | 0.72 | 218% |
| Annual Report Gross Expense Ratio | 1.57 | 0.90 | 174% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 13.857 | 22.555 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 107M | 126,168% |
| Annual Yield % from dividends | 0.17 | 0.00 | - |
| Returns for 1 year | 8.73 | 33.52 | 26% |
| Returns for 3 years | 27.41 | 55.98 | 49% |
| Returns for 5 years | 10.77 | -46.80 | -23% |
| Returns for 10 years | 23.39 | N/A | - |
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