Interact to see
Advertisement
Advertisement
BTLSX vs FUEPX
BTLSX vs FUEPX Comparison
Open Charts BTLSX vs FUEPX
Baillie Gifford Intl Concntr Gr EqsInstl
Price$9.10
Change+$0.04 (+0.44%)
VolumeN/A
Net Assets105.3M
American Funds EUPAC 529-F-2
Price$60.75
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets134.48B
BTLSX 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. BTLSX (105M). FUEPX pays higher dividends than BTLSX: FUEPX (0.87) vs BTLSX (0.00). BTLSX was incepted earlier than FUEPX: BTLSX (8 years) vs FUEPX (5 years). BTLSX (0.99) is less costly to investors than FUEPX (0.57). FUEPX is a more actively managed with annual turnover of: 30.00 vs. BTLSX (26.00). BTLSX has a lower initial minimum investment than FUEPX: BTLSX (0) vs FUEPX (250). BTLSX annual gain was more profitable for investors over the last year : 24.66 vs. FUEPX (5.52).
| BTLSX | FUEPX | BTLSX / FUEPX | |
| Total Expense Ratio | 0.81 | 0.57 | 142% |
| Annual Report Gross Expense Ratio | 0.99 | 0.57 | 174% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 20.530 | 13.192 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 134B | 0% |
| Annual Yield % from dividends | 0.00 | 0.87 | - |
| Returns for 1 year | 24.66 | 5.52 | 447% |
| Returns for 3 years | 58.35 | 32.27 | 181% |
| Returns for 5 years | -46.07 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers