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AEPGX vs BGCJX
AEPGX vs BGCJX Comparison
Open Charts AEPGX vs BGCJX
American Funds EUPAC A
Price$62.02
Change-$0.23 (-0.37%)
VolumeN/A
Net Assets134.64B
Baillie Gifford EAFE Plus All Cap 3
Price$15.63
Change-$0.09 (-0.57%)
VolumeN/A
Net Assets252.62M
AEPGX vs BGCJX Comparison Chart in %
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AEPGX vs. BGCJX commentary
Aug 30, 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: 135B vs. BGCJX (253M). 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 : 5.32 vs. BGCJX (3.18). AEPGX return over 5 years is better than : 9.13 vs. BGCJX (-10.64).
| 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 | 15.450 | 11.811 | 131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 253M | 53,360% |
| Annual Yield % from dividends | 0.70 | 4.16 | 17% |
| Returns for 1 year | 5.32 | 3.18 | 167% |
| Returns for 3 years | 31.49 | 20.04 | 157% |
| Returns for 5 years | 9.13 | -10.64 | -86% |
| Returns for 10 years | 41.99 | 29.29 | 143% |
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