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AEPFX vs BGIUX
AEPFX vs BGIUX Comparison
Open Charts AEPFX vs BGIUX
American Funds Europacific Growth F2
Price$49.17
Change-$0.12 (-0.24%)
VolumeN/A
Net Assets111.13B
Baillie Gifford International Alpha 4
Price$12.57
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.91B
AEPFX vs BGIUX Comparison Chart
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AEPFX vs. BGIUX commentary
Apr 09, 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 AEPFX is a Hold and BGIUX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 111B vs. BGIUX (1.91B). AEPFX pays higher dividends than BGIUX: AEPFX (1.38) vs BGIUX (0.77). AEPFX was incepted earlier than BGIUX: AEPFX (17 years) vs BGIUX (8 years). AEPFX (0.57) is less costly to investors than BGIUX (0.50). AEPFX is a more actively managed with annual turnover of: 30.00 vs. BGIUX (16.00). AEPFX has a lower initial minimum investment than BGIUX: AEPFX (250) vs BGIUX (200000000). BGIUX annual gain was more profitable for investors over the last year : -7.07 vs. AEPFX (-14.98). AEPFX return over 5 years is better than : 16.98 vs. BGIUX (14.21).
| AEPFX | BGIUX | AEPFX / BGIUX | |
| Total Expense Ratio | 0.57 | 0.50 | 114% |
| Annual Report Gross Expense Ratio | 0.57 | 0.50 | 114% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | -8.196 | -5.153 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 200000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 1.91B | 5,815% |
| Annual Yield % from dividends | 1.38 | 0.77 | 179% |
| Returns for 1 year | -14.98 | -7.07 | 212% |
| Returns for 3 years | -7.79 | -1.95 | 399% |
| Returns for 5 years | 16.98 | 14.21 | 120% |
| Returns for 10 years | 5.17 | N/A | - |