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AEPGX vs BGCJX
AEPGX vs BGCJX Comparison
Open Charts AEPGX vs BGCJX
American Funds EUPAC A
Price$65.27
Change-$0.27 (-0.41%)
VolumeN/A
Net Assets137.72B
Baillie Gifford EAFE Plus All Cap 3
Price$16.00
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets257.23M
AEPGX vs BGCJX Comparison Chart in %
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AEPGX vs. BGCJX 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 AEPGX is a Buy and BGCJX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 138B vs. BGCJX (257M). BGCJX pays higher dividends than AEPGX: BGCJX (4.00) vs AEPGX (0.65). AEPGX was incepted earlier than BGCJX: AEPGX (42 years) vs BGCJX (5 years). AEPGX (0.83) is less costly to investors than BGCJX (0.59). AEPGX is a more actively managed with annual turnover of: 35.00 vs. BGCJX (23.00). AEPGX has a lower initial minimum investment than BGCJX: AEPGX (250) vs BGCJX (100000000). AEPGX annual gain was more profitable for investors over the last year : 11.10 vs. BGCJX (5.05). AEPGX return over 5 years is better than : 14.00 vs. BGCJX (-10.93).
| AEPGX | BGCJX | AEPGX / BGCJX | |
| Total Expense Ratio | 0.83 | 0.59 | 141% |
| Annual Report Gross Expense Ratio | 0.83 | 0.59 | 141% |
| Fund Existence | 42 years | 5 years | - |
| Gain YTD | 21.500 | 14.484 | 148% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 257M | 53,696% |
| Annual Yield % from dividends | 0.65 | 4.00 | 16% |
| Returns for 1 year | 11.10 | 5.05 | 220% |
| Returns for 3 years | 48.85 | 37.32 | 131% |
| Returns for 5 years | 14.00 | -10.93 | -128% |
| Returns for 10 years | 42.69 | 23.97 | 178% |
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