Ad is loading...
AEPFX vs BGIVX
AEPFX vs BGIVX Comparison
Open Charts AEPFX vs BGIVX
American Funds Europacific Growth F2
Price$55.93
Change+$0.18 (+0.32%)
VolumeN/A
Net Assets129.76B
Baillie Gifford International Alpha 5
Price$14.01
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets2.14B
AEPFX vs BGIVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. BGIVX 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 BGIVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 130B vs. BGIVX (2.14B). AEPFX pays higher dividends than BGIVX: AEPFX (1.75) vs BGIVX (1.29). AEPFX was incepted earlier than BGIVX: AEPFX (16 years) vs BGIVX (11 years). AEPFX is a more actively managed with annual turnover of: 34.00 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 : 6.88 vs. AEPFX (5.80). AEPFX return over 5 years is better than : 7.22 vs. BGIVX (2.37).
| AEPFX | BGIVX | AEPFX / BGIVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 4.425 | 3.376 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 2.14B | 6,078% |
| Annual Yield % from dividends | 1.75 | 1.29 | 136% |
| Returns for 1 year | 5.80 | 6.88 | 84% |
| Returns for 3 years | -2.87 | -4.48 | 64% |
| Returns for 5 years | 7.22 | 2.37 | 305% |
| Returns for 10 years | 28.61 | 39.13 | 73% |