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BGCSX vs FUEPX
BGCSX vs FUEPX Comparison
Open Charts BGCSX vs FUEPX
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-2
Price$60.85
Change+$0.19 (+0.31%)
VolumeN/A
Net Assets133.45B
BGCSX vs FUEPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 133B vs. BGCSX (252M). BGCSX pays higher dividends than FUEPX: BGCSX (2.97) vs FUEPX (1.26). BGCSX was incepted earlier than FUEPX: BGCSX (8 years) vs FUEPX (5 years). BGCSX (0.67) is less costly to investors than FUEPX (0.57). FUEPX is a more actively managed with annual turnover of: 30.00 vs. BGCSX (23.00). BGCSX has a lower initial minimum investment than FUEPX: BGCSX (0) vs FUEPX (250). BGCSX (3.16) and FUEPX (3.12) have marching annual gain over last year.
| BGCSX | FUEPX | BGCSX / FUEPX | |
| Total Expense Ratio | 0.67 | 0.57 | 118% |
| Annual Report Gross Expense Ratio | 0.67 | 0.57 | 118% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 10.905 | 13.378 | 82% |
| 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 | 1.26 | 235% |
| Returns for 1 year | 3.16 | 3.12 | 101% |
| Returns for 3 years | 11.99 | 19.23 | 62% |
| Returns for 5 years | -1.76 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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