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BGCSX vs FUEPX
BGCSX vs FUEPX Comparison
Open Charts BGCSX vs FUEPX
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-2
Price$65.99
Change-$1.13 (-1.68%)
VolumeN/A
Net Assets138.83B
BGCSX vs FUEPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 139B vs. BGCSX (260M). BGCSX pays higher dividends than FUEPX: BGCSX (2.86) vs FUEPX (0.80). BGCSX was incepted earlier than FUEPX: BGCSX (9 years) vs FUEPX (5 years). BGCSX (0.67) is less costly to investors than FUEPX (0.59). FUEPX is a more actively managed with annual turnover of: 35.00 vs. BGCSX (23.00). BGCSX has a lower initial minimum investment than FUEPX: BGCSX (0) vs FUEPX (250). FUEPX annual gain was more profitable for investors over the last year : 17.54 vs. BGCSX (10.69). FUEPX return over 5 years is better than : 13.38 vs. BGCSX (-15.67).
| BGCSX | FUEPX | BGCSX / FUEPX | |
| Total Expense Ratio | 0.67 | 0.59 | 114% |
| Annual Report Gross Expense Ratio | 0.67 | 0.59 | 114% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 15.182 | 25.061 | 61% |
| 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 | 0.80 | 359% |
| Returns for 1 year | 10.69 | 17.54 | 61% |
| Returns for 3 years | 19.13 | 39.72 | 48% |
| Returns for 5 years | -15.67 | 13.38 | -117% |
| Returns for 10 years | N/A | N/A | - |
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