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AEPGX vs BGCWX
AEPGX vs BGCWX Comparison
Open Charts AEPGX vs BGCWX
American Funds EUPAC A
Price$65.27
Change-$0.27 (-0.41%)
VolumeN/A
Net Assets137.72B
Baillie Gifford EAFE Plus All Cap 2
Price$16.06
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets257.23M
AEPGX vs BGCWX Comparison Chart in %
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AEPGX vs. BGCWX 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 BGCWX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 138B vs. BGCWX (257M). BGCWX pays higher dividends than AEPGX: BGCWX (3.62) vs AEPGX (0.65). 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 : 11.10 vs. BGCWX (5.01). AEPGX return over 5 years is better than : 14.00 vs. BGCWX (-11.24).
| 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 | 21.500 | 14.381 | 150% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 257M | 53,696% |
| Annual Yield % from dividends | 0.65 | 3.62 | 18% |
| Returns for 1 year | 11.10 | 5.01 | 221% |
| Returns for 3 years | 48.85 | 37.05 | 132% |
| Returns for 5 years | 14.00 | -11.24 | -125% |
| Returns for 10 years | 42.69 | 42.49 | 100% |
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