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BTLSX vs FEPUX
BTLSX vs FEPUX Comparison
Open Charts BTLSX vs FEPUX
Baillie Gifford Intl Concntr Gr EqsInstl
Price$9.25
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets106.55M
American Funds EUPAC 529-F-3
Price$61.46
Change-$0.32 (-0.52%)
VolumeN/A
Net Assets135.06B
BTLSX vs FEPUX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 135B vs. BTLSX (107M). FEPUX pays higher dividends than BTLSX: FEPUX (0.91) vs BTLSX (0.00). BTLSX was incepted earlier than FEPUX: BTLSX (8 years) vs FEPUX (5 years). BTLSX (0.99) is less costly to investors than FEPUX (0.52). FEPUX is a more actively managed with annual turnover of: 35.00 vs. BTLSX (26.00). BTLSX has a lower initial minimum investment than FEPUX: BTLSX (0) vs FEPUX (250). BTLSX annual gain was more profitable for investors over the last year : 33.29 vs. FEPUX (10.15).
| BTLSX | FEPUX | BTLSX / FEPUX | |
| Total Expense Ratio | 0.81 | 0.52 | 156% |
| Annual Report Gross Expense Ratio | 0.99 | 0.52 | 190% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 22.517 | 14.664 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 135B | 0% |
| Annual Yield % from dividends | 0.00 | 0.91 | - |
| Returns for 1 year | 33.29 | 10.15 | 328% |
| Returns for 3 years | 55.29 | 32.70 | 169% |
| Returns for 5 years | -47.51 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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