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BTLKX vs FUEPX
BTLKX vs FUEPX Comparison
Open Charts BTLKX vs FUEPX
Baillie Gifford Intl Concntr Gr EqsK
Price$9.10
Change-$0.19 (-2.05%)
VolumeN/A
Net Assets104.32M
American Funds EUPAC 529-F-2
Price$65.99
Change-$1.13 (-1.68%)
VolumeN/A
Net Assets138.83B
BTLKX vs FUEPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 139B vs. BTLKX (104M). FUEPX pays higher dividends than BTLKX: FUEPX (0.80) vs BTLKX (0.00). BTLKX was incepted earlier than FUEPX: BTLKX (8 years) vs FUEPX (5 years). BTLKX (0.90) is less costly to investors than FUEPX (0.59). FUEPX is a more actively managed with annual turnover of: 35.00 vs. BTLKX (26.00). FUEPX has a lower initial minimum investment than BTLKX: FUEPX (250) vs BTLKX (10000000). FUEPX annual gain was more profitable for investors over the last year : 16.43 vs. BTLKX (13.75). FUEPX return over 5 years is better than : 11.47 vs. BTLKX (-58.42).
| BTLKX | FUEPX | BTLKX / FUEPX | |
| Total Expense Ratio | 0.72 | 0.59 | 122% |
| Annual Report Gross Expense Ratio | 0.90 | 0.59 | 153% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 18.644 | 22.955 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 250 | 4,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 139B | 0% |
| Annual Yield % from dividends | 0.00 | 0.80 | - |
| Returns for 1 year | 13.75 | 16.43 | 84% |
| Returns for 3 years | 43.61 | 38.58 | 113% |
| Returns for 5 years | -58.42 | 11.47 | -509% |
| Returns for 10 years | N/A | N/A | - |
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