AEPCX
Price
$59.68
Change
+$0.35 (+0.59%)
Updated
Aug 15 closing price
Net Assets
135.22B
BGIVX
Price
$16.14
Change
+$0.09 (+0.56%)
Updated
Aug 15 closing price
Net Assets
2.25B
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AEPCX vs BGIVX

Header iconAEPCX vs BGIVX Comparison
Open Charts AEPCX vs BGIVXBanner chart's image
American Funds EUPAC C
Price$59.68
Change+$0.35 (+0.59%)
VolumeN/A
Net Assets135.22B
Baillie Gifford International Alpha 5
Price$16.14
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets2.25B
AEPCX vs BGIVX Comparison Chart in %
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AEPCX vs. BGIVX commentary
Aug 16, 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 BGIVX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 135B vs. BGIVX (2.25B). BGIVX pays higher dividends than AEPCX: BGIVX (0.74) vs AEPCX (0.17). AEPCX was incepted earlier than BGIVX: AEPCX (24 years) vs BGIVX (11 years). AEPCX (1.57) is less costly to investors than BGIVX (0.44). AEPCX is a more actively managed with annual turnover of: 35.00 vs. BGIVX (20.00). AEPCX has a lower initial minimum investment than BGIVX: AEPCX (250) vs BGIVX (500000000). BGIVX annual gain was more profitable for investors over the last year : 13.71 vs. AEPCX (7.17). BGIVX return over 5 years is better than : 10.10 vs. AEPCX (8.82).
AEPCXBGIVXAEPCX / BGIVX
Total Expense Ratio1.570.44357%
Annual Report Gross Expense Ratio1.570.44357%
Fund Existence24 years11 years-
Gain YTD15.50219.14281%
Front LoadN/AN/A-
Min. Initial Investment2505000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets135B2.25B6,003%
Annual Yield % from dividends0.170.7423%
Returns for 1 year7.1713.7152%
Returns for 3 years22.1735.0463%
Returns for 5 years8.8210.1087%
Returns for 10 years26.7658.7746%
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