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AEGFX vs BTLSX
AEGFX vs BTLSX Comparison
Open Charts AEGFX vs BTLSX
American Funds EUPAC F1
Price$58.98
Change-$0.45 (-0.76%)
VolumeN/A
Net Assets129.84B
Baillie Gifford Intl Concntr Gr EqsInstl
Price$8.71
Change-$0.08 (-0.91%)
VolumeN/A
Net Assets99.87M
AEGFX vs BTLSX Comparison Chart in %
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AEGFX vs. BTLSX commentary
Aug 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: 130B vs. BTLSX (99.9M). AEGFX pays higher dividends than BTLSX: AEGFX (0.68) 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 : 25.87 vs. AEGFX (5.80). AEGFX return over 5 years is better than : 10.39 vs. BTLSX (-51.27).
| 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 | 10.325 | 15.364 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 99.9M | 130,130% |
| Annual Yield % from dividends | 0.68 | 0.00 | - |
| Returns for 1 year | 5.80 | 25.87 | 22% |
| Returns for 3 years | 22.02 | 37.24 | 59% |
| Returns for 5 years | 10.39 | -51.27 | -20% |
| Returns for 10 years | 23.14 | N/A | - |
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