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AEPFX vs BGIUX
AEPFX vs BGIUX Comparison
Open Charts AEPFX vs BGIUX
American Funds Europacific Growth F2
Price$55.93
Change+$0.18 (+0.32%)
VolumeN/A
Net Assets129.76B
Baillie Gifford International Alpha 4
Price$13.71
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.14B
AEPFX vs BGIUX Comparison Chart
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AEPFX vs. BGIUX commentary
Jan 23, 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 Buy and BGIUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 130B vs. BGIUX (2.14B). AEPFX pays higher dividends than BGIUX: AEPFX (1.75) vs BGIUX (1.27). AEPFX was incepted earlier than BGIUX: AEPFX (16 years) vs BGIUX (8 years). AEPFX is a more actively managed with annual turnover of: 34.00 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 : 6.76 vs. AEPFX (5.80). AEPFX return over 5 years is better than : 7.22 vs. BGIUX (1.89).
| AEPFX | BGIUX | AEPFX / BGIUX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 8 years | - |
| Gain YTD | 4.425 | 3.373 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 200000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 2.14B | 6,078% |
| Annual Yield % from dividends | 1.75 | 1.27 | 138% |
| Returns for 1 year | 5.80 | 6.76 | 86% |
| Returns for 3 years | -2.87 | -4.69 | 61% |
| Returns for 5 years | 7.22 | 1.89 | 383% |
| Returns for 10 years | 28.61 | N/A | - |
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