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AEPGX vs BGCJX
AEPGX vs BGCJX Comparison
Open Charts AEPGX vs BGCJX
American Funds EUPAC A
Price$63.93
Change-$1.59 (-2.43%)
VolumeN/A
Net Assets134.63B
Baillie Gifford EAFE Plus All Cap 3
Price$15.97
Change-$0.15 (-0.93%)
VolumeN/A
Net Assets256.68M
AEPGX vs BGCJX Comparison Chart in %
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AEPGX vs. BGCJX commentary
Feb 04, 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 AEPGX is a Buy and BGCJX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 135B vs. BGCJX (257M). BGCJX pays higher dividends than AEPGX: BGCJX (4.01) vs AEPGX (2.60). AEPGX was incepted earlier than BGCJX: AEPGX (42 years) vs BGCJX (6 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 : 18.38 vs. BGCJX (10.74). AEPGX return over 5 years is better than : -4.02 vs. BGCJX (-22.50).
| 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 | 6 years | - |
| Gain YTD | 5.652 | 0.000 | - |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 257M | 52,529% |
| Annual Yield % from dividends | 2.60 | 4.01 | 65% |
| Returns for 1 year | 18.38 | 10.74 | 171% |
| Returns for 3 years | 25.65 | 10.45 | 245% |
| Returns for 5 years | -4.02 | -22.50 | 18% |
| Returns for 10 years | 66.93 | 37.78 | 177% |
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