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AEGFX vs BTLSX
AEGFX vs BTLSX Comparison
Open Charts AEGFX vs BTLSX
American Funds EUPAC F1
Price$60.35
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets133.44B
Baillie Gifford Intl Concntr Gr EqsInstl
Price$9.00
Change+$0.11 (+1.24%)
VolumeN/A
Net Assets102.94M
AEGFX vs BTLSX Comparison Chart
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AEGFX vs. BTLSX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 133B vs. BTLSX (103M). AEGFX pays higher dividends than BTLSX: AEGFX (1.00) 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 (26.00). 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 : 21.79 vs. AEGFX (2.95). AEGFX return over 5 years is better than : 18.14 vs. BTLSX (-41.81).
| AEGFX | BTLSX | AEGFX / BTLSX | |
| Total Expense Ratio | 0.86 | 0.81 | 106% |
| Annual Report Gross Expense Ratio | 0.86 | 0.99 | 87% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 12.832 | 19.205 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 103M | 129,126% |
| Annual Yield % from dividends | 1.00 | 0.00 | - |
| Returns for 1 year | 2.95 | 21.79 | 14% |
| Returns for 3 years | 17.00 | 45.71 | 37% |
| Returns for 5 years | 18.14 | -41.81 | -43% |
| Returns for 10 years | 25.58 | N/A | - |
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