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BGCSX vs FEPUX
BGCSX vs FEPUX Comparison
Open Charts BGCSX vs FEPUX
Baillie Gifford EAFE Plus All Cap I
Price$15.60
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets252.4M
American Funds EUPAC 529-F-3
Price$60.79
Change+$0.20 (+0.33%)
VolumeN/A
Net Assets133.45B
BGCSX vs FEPUX Comparison Chart
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FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 133B vs. BGCSX (252M). BGCSX pays higher dividends than FEPUX: BGCSX (2.97) vs FEPUX (1.34). BGCSX was incepted earlier than FEPUX: BGCSX (8 years) vs FEPUX (5 years). BGCSX (0.67) is less costly to investors than FEPUX (0.52). FEPUX is a more actively managed with annual turnover of: 30.00 vs. BGCSX (23.00). BGCSX has a lower initial minimum investment than FEPUX: BGCSX (0) vs FEPUX (250). FEPUX (3.20) and BGCSX (3.16) have marching annual gain over last year.
| BGCSX | FEPUX | BGCSX / FEPUX | |
| Total Expense Ratio | 0.67 | 0.52 | 129% |
| Annual Report Gross Expense Ratio | 0.67 | 0.52 | 129% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 10.905 | 13.414 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252M | 133B | 0% |
| Annual Yield % from dividends | 2.97 | 1.34 | 221% |
| Returns for 1 year | 3.16 | 3.20 | 99% |
| Returns for 3 years | 11.99 | 19.39 | 62% |
| Returns for 5 years | -1.76 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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