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AEGFX vs BTLSX
AEGFX vs BTLSX Comparison
Open Charts AEGFX vs BTLSX
American Funds EUPAC F1
Price$63.43
Change-$0.26 (-0.41%)
VolumeN/A
Net Assets132.22B
Baillie Gifford Intl Concntr Gr EqsInstl
Price$8.72
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets101.76M
AEGFX vs BTLSX Comparison Chart in %
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AEGFX vs. BTLSX commentary
Nov 20, 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: 132B vs. BTLSX (102M). AEGFX pays higher dividends than BTLSX: AEGFX (0.62) 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). AEGFX (12.96) and BTLSX (12.37) have marching annual gain over last year. AEGFX return over 5 years is better than : 3.62 vs. BTLSX (-61.12).
| 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 | 18.649 | 15.497 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 102M | 129,412% |
| Annual Yield % from dividends | 0.62 | 0.00 | - |
| Returns for 1 year | 12.96 | 12.37 | 105% |
| Returns for 3 years | 31.17 | 41.64 | 75% |
| Returns for 5 years | 3.62 | -61.12 | -6% |
| Returns for 10 years | 38.51 | N/A | - |
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