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AEGFX vs BTLSX
AEGFX vs BTLSX Comparison
Open Charts AEGFX vs BTLSX
American Funds EUPAC F1
Price$63.63
Change-$0.13 (-0.20%)
VolumeN/A
Net Assets136.84B
Baillie Gifford Intl Concntr Gr EqsInstl
Price$9.49
Change+$0.06 (+0.64%)
VolumeN/A
Net Assets108.73M
AEGFX vs BTLSX Comparison Chart in %
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AEGFX vs. BTLSX commentary
Sep 18, 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: 137B vs. BTLSX (109M). AEGFX pays higher dividends than BTLSX: AEGFX (0.66) vs BTLSX (0.00). AEGFX was incepted earlier than BTLSX: AEGFX (25 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 : 28.07 vs. AEGFX (10.13). AEGFX return over 5 years is better than : 13.89 vs. BTLSX (-51.63).
| AEGFX | BTLSX | AEGFX / BTLSX | |
| Total Expense Ratio | 0.86 | 0.81 | 106% |
| Annual Report Gross Expense Ratio | 0.86 | 0.99 | 87% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 19.024 | 25.695 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 109M | 125,688% |
| Annual Yield % from dividends | 0.66 | 0.00 | - |
| Returns for 1 year | 10.13 | 28.07 | 36% |
| Returns for 3 years | 40.31 | 64.85 | 62% |
| Returns for 5 years | 13.89 | -51.63 | -27% |
| Returns for 10 years | 43.71 | N/A | - |
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