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AEPGX vs BGCWX
AEPGX vs BGCWX Comparison
Open Charts AEPGX vs BGCWX
American Funds EUPAC A
Price$62.41
Change+$0.36 (+0.58%)
VolumeN/A
Net Assets135.22B
Baillie Gifford EAFE Plus All Cap 2
Price$15.72
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets252.41M
AEPGX vs BGCWX Comparison Chart in %
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AEPGX vs. BGCWX commentary
Aug 17, 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: 135B vs. BGCWX (252M). BGCWX pays higher dividends than AEPGX: BGCWX (3.76) vs AEPGX (0.70). 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 : 8.23 vs. BGCWX (6.63). AEPGX return over 5 years is better than : 12.84 vs. BGCWX (-7.68).
| 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 | 16.176 | 11.955 | 135% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 252M | 53,571% |
| Annual Yield % from dividends | 0.70 | 3.76 | 19% |
| Returns for 1 year | 8.23 | 6.63 | 124% |
| Returns for 3 years | 24.68 | 10.96 | 225% |
| Returns for 5 years | 12.84 | -7.68 | -167% |
| Returns for 10 years | 32.25 | 37.25 | 87% |
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