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AEGFX vs BGCWX
AEGFX vs BGCWX Comparison
Open Charts AEGFX vs BGCWX
American Funds Europacific Growth F1
Price$57.01
Change-$0.53 (-0.92%)
VolumeN/A
Net Assets131.04B
Baillie Gifford EAFE Plus All Cap 2
Price$15.02
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets257.31M
AEGFX vs BGCWX Comparison Chart
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AEGFX vs. BGCWX commentary
Feb 23, 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 AEGFX is a Hold and BGCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 131B vs. BGCWX (257M). AEGFX pays higher dividends than BGCWX: AEGFX (1.48) vs BGCWX (0.00). AEGFX was incepted earlier than BGCWX: AEGFX (24 years) vs BGCWX (15 years). AEGFX is a more actively managed with annual turnover of: 34.00 vs. BGCWX (16.00). AEGFX has a lower initial minimum investment than BGCWX: AEGFX (250) vs BGCWX (25000000). BGCWX annual gain was more profitable for investors over the last year : 3.33 vs. AEGFX (1.57). AEGFX return over 5 years is better than : 8.18 vs. BGCWX (-2.84).
| AEGFX | BGCWX | AEGFX / BGCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 6.640 | 6.952 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 257M | 50,973% |
| Annual Yield % from dividends | 1.48 | 0.00 | - |
| Returns for 1 year | 1.57 | 3.33 | 47% |
| Returns for 3 years | 1.76 | -5.08 | -35% |
| Returns for 5 years | 8.18 | -2.84 | -288% |
| Returns for 10 years | 21.01 | 35.92 | 58% |
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