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BGIUX vs RERFX
BGIUX vs RERFX Comparison
Open Charts BGIUX vs RERFX
Baillie Gifford International Alpha 4
Price$15.38
Change-$0.27 (-1.73%)
VolumeN/A
Net Assets2.24B
American Funds EUPAC R5
Price$59.02
Change-$0.80 (-1.34%)
VolumeN/A
Net Assets132.56B
BGIUX vs RERFX Comparison Chart
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BGIUX vs. RERFX commentary
Jun 16, 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 Hold and RERFX is a Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 133B vs. BGIUX (2.25B). RERFX pays higher dividends than BGIUX: RERFX (1.32) vs BGIUX (0.70). 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 : 11.92 vs. RERFX (3.90). BGIUX (20.95) and RERFX (20.39) have equivalent 5 years return.
| 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 | 15.994 | 9.989 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 200000000 | 250 | 80,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 133B | 2% |
| Annual Yield % from dividends | 0.70 | 1.32 | 53% |
| Returns for 1 year | 11.92 | 3.90 | 306% |
| Returns for 3 years | 45.30 | 26.75 | 169% |
| Returns for 5 years | 20.95 | 20.39 | 103% |
| Returns for 10 years | 38.16 | 23.39 | 163% |
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