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BGCJX vs FUEPX
BGCJX vs FUEPX Comparison
Open Charts BGCJX vs FUEPX
Baillie Gifford EAFE Plus All Cap 3
Price$15.96
Change-$0.15 (-0.93%)
VolumeN/A
Net Assets259.63M
American Funds EUPAC 529-F-2
Price$65.99
Change-$1.13 (-1.68%)
VolumeN/A
Net Assets138.83B
BGCJX vs FUEPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 139B vs. BGCJX (260M). BGCJX pays higher dividends than FUEPX: BGCJX (3.99) 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 : 16.43 vs. BGCJX (10.54). FUEPX return over 5 years is better than : 11.47 vs. BGCJX (-15.85).
| 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 | 14.187 | 22.955 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 250 | 40,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 139B | 0% |
| Annual Yield % from dividends | 3.99 | 0.80 | 501% |
| Returns for 1 year | 10.54 | 16.43 | 64% |
| Returns for 3 years | 20.22 | 38.58 | 52% |
| Returns for 5 years | -15.85 | 11.47 | -138% |
| Returns for 10 years | 24.39 | N/A | - |
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