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AEGFX vs BTLSX
AEGFX vs BTLSX Comparison
Open Charts AEGFX vs BTLSX
American Funds EUPAC F1
Price$65.51
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets138.04B
Baillie Gifford Intl Concntr Gr EqsInstl
Price$9.36
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets108.83M
AEGFX vs BTLSX Comparison Chart in %
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AEGFX vs. BTLSX commentary
Oct 27, 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 Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 138B vs. BTLSX (109M). AEGFX pays higher dividends than BTLSX: AEGFX (0.63) 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 : 18.03 vs. AEGFX (13.17). AEGFX return over 5 years is better than : 14.60 vs. BTLSX (-55.51).
| 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 | 22.540 | 23.974 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 109M | 126,606% |
| Annual Yield % from dividends | 0.63 | 0.00 | - |
| Returns for 1 year | 13.17 | 18.03 | 73% |
| Returns for 3 years | 48.02 | 74.73 | 64% |
| Returns for 5 years | 14.60 | -55.51 | -26% |
| Returns for 10 years | 42.37 | N/A | - |
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