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AEGFX vs BTLSX
AEGFX vs BTLSX Comparison
Open Charts AEGFX vs BTLSX
American Funds EUPAC F1
Price$60.18
Change-$0.47 (-0.77%)
VolumeN/A
Net Assets133.64B
Baillie Gifford Intl Concntr Gr EqsInstl
Price$9.00
Change-$0.06 (-0.66%)
VolumeN/A
Net Assets104.16M
AEGFX vs BTLSX Comparison Chart in %
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AEGFX vs. BTLSX commentary
Jul 15, 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 Buy and BTLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 134B vs. BTLSX (104M). AEGFX pays higher dividends than BTLSX: AEGFX (0.67) vs BTLSX (0.00). AEGFX was incepted earlier than BTLSX: AEGFX (24 years) vs BTLSX (8 years). BTLSX (0.99) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 35.00 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 : 21.29 vs. AEGFX (2.85). AEGFX return over 5 years is better than : 13.35 vs. BTLSX (-50.36).
| 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 | 8 years | - |
| Gain YTD | 12.570 | 19.205 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 104M | 128,846% |
| Annual Yield % from dividends | 0.67 | 0.00 | - |
| Returns for 1 year | 2.85 | 21.29 | 13% |
| Returns for 3 years | 31.63 | 58.82 | 54% |
| Returns for 5 years | 13.35 | -50.36 | -27% |
| Returns for 10 years | 23.96 | N/A | - |