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BGCSX vs FEPUX
BGCSX vs FEPUX Comparison
Open Charts BGCSX vs FEPUX
Baillie Gifford EAFE Plus All Cap I
Price$15.76
Change-$0.12 (-0.76%)
VolumeN/A
Net Assets253.3M
American Funds EUPAC 529-F-3
Price$60.45
Change-$0.47 (-0.77%)
VolumeN/A
Net Assets133.64B
BGCSX vs FEPUX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 134B vs. BGCSX (253M). BGCSX pays higher dividends than FEPUX: BGCSX (2.89) vs FEPUX (0.91). 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: 35.00 vs. BGCSX (23.00). BGCSX has a lower initial minimum investment than FEPUX: BGCSX (0) vs FEPUX (250). BGCSX annual gain was more profitable for investors over the last year : 5.23 vs. FEPUX (3.21).
| 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 | 12.331 | 12.780 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253M | 134B | 0% |
| Annual Yield % from dividends | 2.89 | 0.91 | 317% |
| Returns for 1 year | 5.23 | 3.21 | 163% |
| Returns for 3 years | 23.87 | 34.42 | 69% |
| Returns for 5 years | -2.71 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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