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BGCWX vs FEPUX
BGCWX vs FEPUX Comparison
Open Charts BGCWX vs FEPUX
Baillie Gifford EAFE Plus All Cap 2
Price$15.98
Change+$0.09 (+0.57%)
VolumeN/A
Net Assets255.29M
American Funds EUPAC 529-F-3
Price$65.79
Change+$0.52 (+0.80%)
VolumeN/A
Net Assets134.15B
BGCWX vs FEPUX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 134B vs. BGCWX (255M). BGCWX pays higher dividends than FEPUX: BGCWX (3.63) vs FEPUX (0.85). BGCWX was incepted earlier than FEPUX: BGCWX (16 years) vs FEPUX (5 years). BGCWX (0.66) is less costly to investors than FEPUX (0.52). FEPUX is a more actively managed with annual turnover of: 35.00 vs. BGCWX (23.00). FEPUX has a lower initial minimum investment than BGCWX: FEPUX (250) vs BGCWX (25000000). FEPUX annual gain was more profitable for investors over the last year : 12.76 vs. BGCWX (6.97). FEPUX return over 5 years is better than : 5.46 vs. BGCWX (-19.13).
| BGCWX | FEPUX | BGCWX / FEPUX | |
| Total Expense Ratio | 0.66 | 0.52 | 127% |
| Annual Report Gross Expense Ratio | 0.66 | 0.52 | 127% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 12.984 | 21.530 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255M | 134B | 0% |
| Annual Yield % from dividends | 3.63 | 0.85 | 428% |
| Returns for 1 year | 6.97 | 12.76 | 55% |
| Returns for 3 years | 14.42 | 32.34 | 45% |
| Returns for 5 years | -19.13 | 5.46 | -350% |
| Returns for 10 years | 38.48 | N/A | - |
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