Interact to see
Advertisement
Advertisement
AEPGX vs BGCWX
AEPGX vs BGCWX Comparison
Open Charts AEPGX vs BGCWX
American Funds EUPAC A
Price$62.20
Change+$0.33 (+0.53%)
VolumeN/A
Net Assets132.86B
Baillie Gifford EAFE Plus All Cap 2
Price$15.65
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets251.28M
AEPGX vs BGCWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. BGCWX commentary
Sep 07, 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 BGCWX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 133B vs. BGCWX (251M). BGCWX pays higher dividends than AEPGX: BGCWX (3.68) vs AEPGX (0.68). AEPGX was incepted earlier than BGCWX: AEPGX (41 years) vs BGCWX (16 years). AEPGX (0.83) is less costly to investors than BGCWX (0.66). AEPGX is a more actively managed with annual turnover of: 35.00 vs. BGCWX (23.00). AEPGX has a lower initial minimum investment than BGCWX: AEPGX (250) vs BGCWX (25000000). AEPGX annual gain was more profitable for investors over the last year : 8.68 vs. BGCWX (5.19). AEPGX return over 5 years is better than : 11.80 vs. BGCWX (-8.80).
| AEPGX | BGCWX | AEPGX / BGCWX | |
| Total Expense Ratio | 0.83 | 0.66 | 126% |
| Annual Report Gross Expense Ratio | 0.83 | 0.66 | 126% |
| Fund Existence | 41 years | 16 years | - |
| Gain YTD | 15.786 | 11.441 | 138% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 251M | 52,988% |
| Annual Yield % from dividends | 0.68 | 3.68 | 18% |
| Returns for 1 year | 8.68 | 5.19 | 167% |
| Returns for 3 years | 35.42 | 23.63 | 150% |
| Returns for 5 years | 11.80 | -8.80 | -134% |
| Returns for 10 years | 40.20 | 46.29 | 87% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| USAGX | 37.04 | 0.99 | +2.75% |
| Victory Precious Metals and Minerals | |||
| IGFFX | 44.00 | 0.27 | +0.62% |
| American Funds Intl Gr and Inc F2 | |||
| MSFLX | 34.22 | N/A | N/A |
| Morgan Stanley Inst Global Franchise L | |||
| KGLCX | 15.67 | -0.02 | -0.13% |
| Kinetics Global Adv C | |||
| WINDX | 36.29 | -0.07 | -0.19% |
| FT Wilshire 5000 Index Instl | |||