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BGCJX vs FUEPX
BGCJX vs FUEPX Comparison
Open Charts BGCJX vs FUEPX
Baillie Gifford EAFE Plus All Cap 3
Price$15.52
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets250.76M
American Funds EUPAC 529-F-2
Price$59.43
Change-$0.15 (-0.25%)
VolumeN/A
Net Assets133.41B
BGCJX vs FUEPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 133B vs. BGCJX (251M). BGCJX pays higher dividends than FUEPX: BGCJX (4.13) vs FUEPX (1.26). BGCJX was incepted earlier than FUEPX: BGCJX (5 years) vs FUEPX (5 years). BGCJX (0.59) and FUEPX (0.59) have similar cost to investors . FUEPX is a more actively managed with annual turnover of: 35.00 vs. BGCJX (23.00). FUEPX has a lower initial minimum investment than BGCJX: FUEPX (250) vs BGCJX (100000000). BGCJX annual gain was more profitable for investors over the last year : 6.49 vs. FUEPX (4.34).
| BGCJX | FUEPX | BGCJX / FUEPX | |
| Total Expense Ratio | 0.59 | 0.59 | 100% |
| Annual Report Gross Expense Ratio | 0.59 | 0.59 | 100% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 11.313 | 10.732 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 250 | 40,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 133B | 0% |
| Annual Yield % from dividends | 4.13 | 1.26 | 328% |
| Returns for 1 year | 6.49 | 4.34 | 149% |
| Returns for 3 years | 21.83 | 26.68 | 82% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | 12.39 | N/A | - |
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