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AEPGX vs BGCWX
AEPGX vs BGCWX Comparison
Open Charts AEPGX vs BGCWX
American Funds EUPAC A
Price$63.93
Change-$1.59 (-2.43%)
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
AEPGX vs BGCWX Comparison Chart in %
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AEPGX 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 AEPGX is a Buy and BGCWX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 135B vs. BGCWX (257M). BGCWX pays higher dividends than AEPGX: BGCWX (7.76) vs AEPGX (2.60). AEPGX was incepted earlier than BGCWX: AEPGX (42 years) vs BGCWX (16 years). AEPGX (0.83) is less costly to investors than BGCWX (0.66). AEPGX is a more actively managed with annual turnover of: 35.00 vs. BGCWX (23.00). AEPGX has a lower initial minimum investment than BGCWX: AEPGX (250) vs BGCWX (25000000). AEPGX annual gain was more profitable for investors over the last year : 18.38 vs. BGCWX (-58.26). AEPGX return over 5 years is better than : -4.02 vs. BGCWX (-70.87).
| AEPGX | BGCWX | AEPGX / BGCWX | |
| Total Expense Ratio | 0.83 | 0.66 | 126% |
| Annual Report Gross Expense Ratio | 0.83 | 0.66 | 126% |
| Fund Existence | 42 years | 16 years | - |
| Gain YTD | 5.652 | 1.521 | 372% |
| Front Load | 6% | 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 | 2.60 | 7.76 | 33% |
| Returns for 1 year | 18.38 | -58.26 | -32% |
| Returns for 3 years | 25.65 | -58.42 | -44% |
| Returns for 5 years | -4.02 | -70.87 | 6% |
| Returns for 10 years | 66.93 | -41.00 | -163% |
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