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BGIUX vs RERFX
BGIUX vs RERFX Comparison
Open Charts BGIUX vs RERFX
Baillie Gifford International Alpha 4
Price$15.73
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets2.29B
American Funds EUPAC R5
Price$60.76
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets134.48B
BGIUX vs RERFX Comparison Chart in %
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BGIUX vs. RERFX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 134B vs. BGIUX (2.29B). 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: 30.00 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 : 13.99 vs. RERFX (5.58). RERFX return over 5 years is better than : 18.34 vs. BGIUX (17.21).
| 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 | 18.683 | 13.231 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 200000000 | 250 | 80,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 134B | 2% |
| Annual Yield % from dividends | 0.68 | 0.90 | 75% |
| Returns for 1 year | 13.99 | 5.58 | 251% |
| Returns for 3 years | 45.72 | 30.71 | 149% |
| Returns for 5 years | 17.21 | 18.34 | 94% |
| Returns for 10 years | 44.72 | 29.06 | 154% |
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