Interact to see
Advertisement
Advertisement
BGCSX vs FEPUX
BGCSX vs FEPUX Comparison
Open Charts BGCSX vs FEPUX
Baillie Gifford EAFE Plus All Cap I
Price$16.01
Change-$0.15 (-0.93%)
VolumeN/A
Net Assets259.63M
American Funds EUPAC 529-F-3
Price$65.94
Change-$1.13 (-1.68%)
VolumeN/A
Net Assets138.83B
BGCSX vs FEPUX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 139B vs. BGCSX (260M). BGCSX pays higher dividends than FEPUX: BGCSX (2.86) vs FEPUX (0.84). BGCSX was incepted earlier than FEPUX: BGCSX (9 years) vs FEPUX (5 years). BGCSX (0.67) is less costly to investors than FEPUX (0.52). FEPUX is a more actively managed with annual turnover of: 35.00 vs. BGCSX (23.00). BGCSX has a lower initial minimum investment than FEPUX: BGCSX (0) vs FEPUX (250). FEPUX annual gain was more profitable for investors over the last year : 17.61 vs. BGCSX (10.69). FEPUX return over 5 years is better than : 13.69 vs. BGCSX (-15.67).
| BGCSX | FEPUX | BGCSX / FEPUX | |
| Total Expense Ratio | 0.67 | 0.52 | 129% |
| Annual Report Gross Expense Ratio | 0.67 | 0.52 | 129% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 15.182 | 25.131 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 139B | 0% |
| Annual Yield % from dividends | 2.86 | 0.84 | 341% |
| Returns for 1 year | 10.69 | 17.61 | 61% |
| Returns for 3 years | 19.13 | 39.89 | 48% |
| Returns for 5 years | -15.67 | 13.69 | -115% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers