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AEPGX vs BGCJX
AEPGX vs BGCJX Comparison
Open Charts AEPGX vs BGCJX
American Funds EUPAC A
Price$63.68
Change-$0.53 (-0.83%)
VolumeN/A
Net Assets136.46B
Baillie Gifford EAFE Plus All Cap 3
Price$15.65
Change-$0.10 (-0.63%)
VolumeN/A
Net Assets253.89M
AEPGX vs BGCJX Comparison Chart in %
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AEPGX vs. BGCJX commentary
Sep 26, 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 AEPGX is a Hold and BGCJX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 136B vs. BGCJX (254M). BGCJX pays higher dividends than AEPGX: BGCJX (4.06) vs AEPGX (0.68). AEPGX was incepted earlier than BGCJX: AEPGX (41 years) vs BGCJX (5 years). AEPGX (0.83) is less costly to investors than BGCJX (0.59). AEPGX is a more actively managed with annual turnover of: 35.00 vs. BGCJX (23.00). AEPGX has a lower initial minimum investment than BGCJX: AEPGX (250) vs BGCJX (100000000). AEPGX annual gain was more profitable for investors over the last year : 7.70 vs. BGCJX (1.18). AEPGX return over 5 years is better than : 16.27 vs. BGCJX (-8.53).
| AEPGX | BGCJX | AEPGX / BGCJX | |
| Total Expense Ratio | 0.83 | 0.59 | 141% |
| Annual Report Gross Expense Ratio | 0.83 | 0.59 | 141% |
| Fund Existence | 41 years | 5 years | - |
| Gain YTD | 18.541 | 11.929 | 155% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 254M | 53,543% |
| Annual Yield % from dividends | 0.68 | 4.06 | 17% |
| Returns for 1 year | 7.70 | 1.18 | 652% |
| Returns for 3 years | 50.29 | 35.77 | 141% |
| Returns for 5 years | 16.27 | -8.53 | -191% |
| Returns for 10 years | 49.05 | 32.53 | 151% |
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