Interact to see
Advertisement
Advertisement
BIGIX vs FUEPX
BIGIX vs FUEPX Comparison
Open Charts BIGIX vs FUEPX
William Blair International Growth I
Price$31.61
Change+$0.13 (+0.41%)
VolumeN/A
Net Assets1.2B
American Funds EUPAC 529-F-2
Price$66.02
Change+$0.18 (+0.27%)
VolumeN/A
Net Assets134.15B
BIGIX vs FUEPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 134B vs. BIGIX (1.2B). BIGIX pays higher dividends than FUEPX: BIGIX (1.34) vs FUEPX (0.80). BIGIX was incepted earlier than FUEPX: BIGIX (26 years) vs FUEPX (5 years). BIGIX (1.01) is less costly to investors than FUEPX (0.59). BIGIX is a more actively managed with annual turnover of: 48.00 vs. FUEPX (35.00). FUEPX has a lower initial minimum investment than BIGIX: FUEPX (250) vs BIGIX (500000). FUEPX annual gain was more profitable for investors over the last year : 12.96 vs. BIGIX (5.43). FUEPX return over 5 years is better than : 5.41 vs. BIGIX (-15.26).
| BIGIX | FUEPX | BIGIX / FUEPX | |
| Total Expense Ratio | 0.90 | 0.59 | 153% |
| Annual Report Gross Expense Ratio | 1.01 | 0.59 | 171% |
| Fund Existence | 26 years | 5 years | - |
| Gain YTD | 15.745 | 22.676 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 134B | 1% |
| Annual Yield % from dividends | 1.34 | 0.80 | 166% |
| Returns for 1 year | 5.43 | 12.96 | 42% |
| Returns for 3 years | 11.15 | 33.48 | 33% |
| Returns for 5 years | -15.26 | 5.41 | -282% |
| Returns for 10 years | 32.83 | N/A | - |