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BGCJX vs FUEPX
BGCJX vs FUEPX Comparison
Open Charts BGCJX vs FUEPX
Baillie Gifford EAFE Plus All Cap 3
Price$15.94
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets255.49M
American Funds EUPAC 529-F-2
Price$66.00
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets134.15B
BGCJX vs FUEPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 134B vs. BGCJX (255M). BGCJX pays higher dividends than FUEPX: BGCJX (4.01) vs FUEPX (0.80). BGCJX was incepted earlier than FUEPX: BGCJX (5 years) vs FUEPX (5 years). BGCJX (0.59) and FUEPX (0.59) have similar cost to investors . FUEPX is a more actively managed with annual turnover of: 35.00 vs. BGCJX (23.00). FUEPX has a lower initial minimum investment than BGCJX: FUEPX (250) vs BGCJX (100000000). FUEPX annual gain was more profitable for investors over the last year : 12.57 vs. BGCJX (6.50). FUEPX return over 5 years is better than : 5.67 vs. BGCJX (-18.65).
| BGCJX | FUEPX | BGCJX / FUEPX | |
| Total Expense Ratio | 0.59 | 0.59 | 100% |
| Annual Report Gross Expense Ratio | 0.59 | 0.59 | 100% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 14.024 | 22.974 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 250 | 40,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255M | 134B | 0% |
| Annual Yield % from dividends | 4.01 | 0.80 | 498% |
| Returns for 1 year | 6.50 | 12.57 | 52% |
| Returns for 3 years | 18.62 | 36.90 | 50% |
| Returns for 5 years | -18.65 | 5.67 | -329% |
| Returns for 10 years | 23.70 | N/A | - |
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