AEPCX
Price
$59.68
Change
+$0.35 (+0.59%)
Updated
Aug 15 closing price
Net Assets
135.22B
BGCWX
Price
$15.72
Change
+$0.05 (+0.32%)
Updated
Aug 15 closing price
Net Assets
251.68M
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AEPCX vs BGCWX

Header iconAEPCX vs BGCWX Comparison
Open Charts AEPCX vs BGCWXBanner chart's image
American Funds EUPAC C
Price$59.68
Change+$0.35 (+0.59%)
VolumeN/A
Net Assets135.22B
Baillie Gifford EAFE Plus All Cap 2
Price$15.72
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets251.68M
AEPCX vs BGCWX Comparison Chart in %
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AEPCX vs. BGCWX commentary
Aug 17, 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.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 135B vs. BGCWX (252M). BGCWX pays higher dividends than AEPCX: BGCWX (3.76) vs AEPCX (0.17). 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 : 7.17 vs. BGCWX (6.63). AEPCX return over 5 years is better than : 8.82 vs. BGCWX (-7.68).
AEPCXBGCWXAEPCX / BGCWX
Total Expense Ratio1.570.66238%
Annual Report Gross Expense Ratio1.570.66238%
Fund Existence24 years16 years-
Gain YTD15.50211.955130%
Front LoadN/AN/A-
Min. Initial Investment250250000000%
Min. Initial Investment IRAN/AN/A-
Net Assets135B252M53,571%
Annual Yield % from dividends0.173.764%
Returns for 1 year7.176.63108%
Returns for 3 years22.1710.96202%
Returns for 5 years8.82-7.68-115%
Returns for 10 years26.7637.2572%
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