AEPCX
Price
$58.13
Change
+$0.12 (+0.21%)
Updated
Jul 3 closing price
Net Assets
134.48B
BTLKX
Price
$9.24
Change
+$0.04 (+0.43%)
Updated
Jul 3 closing price
Net Assets
105.3M
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AEPCX vs BTLKX

Header iconAEPCX vs BTLKX Comparison
Open Charts AEPCX vs BTLKXBanner chart's image
American Funds EUPAC C
Price$58.13
Change+$0.12 (+0.21%)
VolumeN/A
Net Assets134.48B
Baillie Gifford Intl Concntr Gr EqsK
Price$9.24
Change+$0.04 (+0.43%)
VolumeN/A
Net Assets105.3M
AEPCX vs BTLKX Comparison Chart in %
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AEPCX vs. BTLKX commentary
Jul 07, 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 Buy and BTLKX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 134B vs. BTLKX (105M). 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 (1.59) is less costly to investors than BTLKX (0.90). AEPCX is a more actively managed with annual turnover of: 30.00 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 : 24.70 vs. AEPCX (4.22). AEPCX return over 5 years is better than : 12.85 vs. BTLKX (-45.39).
AEPCXBTLKXAEPCX / BTLKX
Total Expense Ratio1.590.72221%
Annual Report Gross Expense Ratio1.590.90177%
Fund Existence24 years8 years-
Gain YTD12.50220.46961%
Front LoadN/AN/A-
Min. Initial Investment250100000000%
Min. Initial Investment IRAN/AN/A-
Net Assets134B105M127,619%
Annual Yield % from dividends0.170.00-
Returns for 1 year4.2224.7017%
Returns for 3 years27.1558.8546%
Returns for 5 years12.85-45.39-28%
Returns for 10 years22.20N/A-
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