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AEGFX vs BTLSX
AEGFX vs BTLSX Comparison
Open Charts AEGFX vs BTLSX
American Funds Europacific Growth F1
Price$57.01
Change-$0.53 (-0.92%)
VolumeN/A
Net Assets131.04B
Baillie Gifford Intl Concntr Gr EqsInstl
Price$8.72
Change-$0.07 (-0.80%)
VolumeN/A
Net Assets93.6M
AEGFX vs BTLSX Comparison Chart
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AEGFX vs. BTLSX 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 BTLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 131B vs. BTLSX (93.6M). AEGFX pays higher dividends than BTLSX: AEGFX (1.48) vs BTLSX (0.00). AEGFX was incepted earlier than BTLSX: AEGFX (24 years) vs BTLSX (7 years). AEGFX is a more actively managed with annual turnover of: 34.00 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 : 25.65 vs. AEGFX (1.57). AEGFX return over 5 years is better than : 8.18 vs. BTLSX (-35.07).
| AEGFX | BTLSX | AEGFX / BTLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 6.640 | 15.497 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 93.6M | 139,957% |
| Annual Yield % from dividends | 1.48 | 0.00 | - |
| Returns for 1 year | 1.57 | 25.65 | 6% |
| Returns for 3 years | 1.76 | 16.49 | 11% |
| Returns for 5 years | 8.18 | -35.07 | -23% |
| Returns for 10 years | 21.01 | N/A | - |