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AEPFX vs BGIVX
AEPFX vs BGIVX Comparison
Open Charts AEPFX vs BGIVX
American Funds Europacific Growth F2
Price$53.95
Change-$1.56 (-2.81%)
VolumeN/A
Net Assets125.35B
Baillie Gifford International Alpha 5
Price$13.96
Change-$0.33 (-2.31%)
VolumeN/A
Net Assets2.12B
AEPFX vs BGIVX Comparison Chart
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AEPFX vs. BGIVX commentary
Apr 04, 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 BGIVX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 125B vs. BGIVX (2.12B). AEPFX pays higher dividends than BGIVX: AEPFX (1.38) vs BGIVX (0.82). AEPFX was incepted earlier than BGIVX: AEPFX (17 years) vs BGIVX (11 years). AEPFX (0.57) is less costly to investors than BGIVX (0.45). AEPFX is a more actively managed with annual turnover of: 30.00 vs. BGIVX (16.00). AEPFX has a lower initial minimum investment than BGIVX: AEPFX (250) vs BGIVX (500000000). BGIVX annual gain was more profitable for investors over the last year : 1.20 vs. AEPFX (-6.61). AEPFX return over 5 years is better than : 40.25 vs. BGIVX (36.15).
| AEPFX | BGIVX | AEPFX / BGIVX | |
| Total Expense Ratio | 0.57 | 0.45 | 127% |
| Annual Report Gross Expense Ratio | 0.57 | 0.45 | 127% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 0.728 | 3.064 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 2.12B | 5,902% |
| Annual Yield % from dividends | 1.38 | 0.82 | 169% |
| Returns for 1 year | -6.61 | 1.20 | -552% |
| Returns for 3 years | -2.59 | 2.83 | -91% |
| Returns for 5 years | 40.25 | 36.15 | 111% |
| Returns for 10 years | 17.07 | 33.40 | 51% |
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