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AEPCX vs BGCWX
AEPCX vs BGCWX Comparison
Open Charts AEPCX vs BGCWX
American Funds EUPAC C
Price$59.44
Change+$0.30 (+0.51%)
VolumeN/A
Net Assets132.86B
Baillie Gifford EAFE Plus All Cap 2
Price$15.65
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets251.28M
AEPCX vs BGCWX Comparison Chart in %
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AEPCX vs. BGCWX commentary
Sep 07, 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 AEPCX is a Hold and BGCWX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 133B vs. BGCWX (251M). BGCWX pays higher dividends than AEPCX: BGCWX (3.68) vs AEPCX (0.16). AEPCX was incepted earlier than BGCWX: AEPCX (24 years) vs BGCWX (16 years). AEPCX (1.57) is less costly to investors than BGCWX (0.66). AEPCX is a more actively managed with annual turnover of: 35.00 vs. BGCWX (23.00). AEPCX has a lower initial minimum investment than BGCWX: AEPCX (250) vs BGCWX (25000000). AEPCX annual gain was more profitable for investors over the last year : 7.59 vs. BGCWX (5.19). AEPCX return over 5 years is better than : 7.78 vs. BGCWX (-8.80).
| AEPCX | BGCWX | AEPCX / BGCWX | |
| Total Expense Ratio | 1.57 | 0.66 | 238% |
| Annual Report Gross Expense Ratio | 1.57 | 0.66 | 238% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 15.038 | 11.441 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 251M | 52,988% |
| Annual Yield % from dividends | 0.16 | 3.68 | 4% |
| Returns for 1 year | 7.59 | 5.19 | 146% |
| Returns for 3 years | 32.65 | 23.63 | 138% |
| Returns for 5 years | 7.78 | -8.80 | -88% |
| Returns for 10 years | 34.34 | 46.29 | 74% |
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