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AEGFX vs BTLSX
AEGFX vs BTLSX Comparison
Open Charts AEGFX vs BTLSX
American Funds Europacific Growth F1
Price$53.80
Change-$1.56 (-2.82%)
VolumeN/A
Net Assets125.35B
Baillie Gifford Intl Concntr Gr EqsInstl
Price$7.54
Change-$0.30 (-3.83%)
VolumeN/A
Net Assets84.96M
AEGFX vs BTLSX Comparison Chart
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AEGFX vs. BTLSX commentary
Apr 04, 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 BTLSX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 125B vs. BTLSX (85M). AEGFX pays higher dividends than BTLSX: AEGFX (1.09) vs BTLSX (0.00). AEGFX was incepted earlier than BTLSX: AEGFX (24 years) vs BTLSX (7 years). BTLSX (0.99) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 30.00 vs. BTLSX (28.00). BTLSX has a lower initial minimum investment than AEGFX: BTLSX (0) vs AEGFX (250). BTLSX annual gain was more profitable for investors over the last year : 6.35 vs. AEGFX (-6.89). AEGFX return over 5 years is better than : 36.50 vs. BTLSX (-30.53).
| AEGFX | BTLSX | AEGFX / BTLSX | |
| Total Expense Ratio | 0.86 | 0.82 | 105% |
| Annual Report Gross Expense Ratio | 0.86 | 0.99 | 87% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 0.636 | -0.132 | -480% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 85M | 147,059% |
| Annual Yield % from dividends | 1.09 | 0.00 | - |
| Returns for 1 year | -6.89 | 6.35 | -109% |
| Returns for 3 years | -4.50 | -4.62 | 97% |
| Returns for 5 years | 36.50 | -30.53 | -120% |
| Returns for 10 years | 10.86 | N/A | - |
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