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AEPGX vs BGCJX
AEPGX vs BGCJX Comparison
Open Charts AEPGX vs BGCJX
American Funds EUPAC A
Price$60.60
Change+$0.38 (+0.63%)
VolumeN/A
Net Assets132.4B
Baillie Gifford EAFE Plus All Cap 3
Price$15.40
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets248.15M
AEPGX vs BGCJX Comparison Chart in %
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AEPGX vs. BGCJX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 132B vs. BGCJX (248M). BGCJX pays higher dividends than AEPGX: BGCJX (4.16) vs AEPGX (0.70). 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 : 11.90 vs. BGCJX (9.91). AEPGX return over 5 years is better than : 10.64 vs. BGCJX (-7.61).
| 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 | 12.807 | 10.153 | 126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 248M | 53,226% |
| Annual Yield % from dividends | 0.70 | 4.16 | 17% |
| Returns for 1 year | 11.90 | 9.91 | 120% |
| Returns for 3 years | 23.54 | 11.06 | 213% |
| Returns for 5 years | 10.64 | -7.61 | -140% |
| Returns for 10 years | 26.32 | 15.08 | 174% |
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