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BGIUX vs RERFX
BGIUX vs RERFX Comparison
Open Charts BGIUX vs RERFX
Baillie Gifford International Alpha 4
Price$15.85
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets2.3B
American Funds EUPAC R5
Price$61.53
Change-$0.33 (-0.53%)
VolumeN/A
Net Assets135.06B
BGIUX vs RERFX Comparison Chart in %
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BGIUX vs. RERFX commentary
Jul 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BGIUX is a StrongBuy and RERFX is a Hold.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 135B vs. BGIUX (2.3B). RERFX pays higher dividends than BGIUX: RERFX (0.90) vs BGIUX (0.68). BGIUX was incepted earlier than RERFX: BGIUX (8 years) vs RERFX (23 years). RERFX (0.52) is less costly to investors than BGIUX (0.49). RERFX is a more actively managed with annual turnover of: 35.00 vs. BGIUX (20.00). RERFX has a lower initial minimum investment than BGIUX: RERFX (250) vs BGIUX (200000000). BGIUX annual gain was more profitable for investors over the last year : 17.63 vs. RERFX (10.14). RERFX return over 5 years is better than : 16.16 vs. BGIUX (13.42).
| BGIUX | RERFX | BGIUX / RERFX | |
| Total Expense Ratio | 0.49 | 0.52 | 94% |
| Annual Report Gross Expense Ratio | 0.49 | 0.52 | 94% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 19.585 | 14.666 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 200000000 | 250 | 80,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 135B | 2% |
| Annual Yield % from dividends | 0.68 | 0.90 | 75% |
| Returns for 1 year | 17.63 | 10.14 | 174% |
| Returns for 3 years | 43.94 | 30.95 | 142% |
| Returns for 5 years | 13.42 | 16.16 | 83% |
| Returns for 10 years | 46.52 | 30.30 | 154% |
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