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BGCWX vs FEUPX
BGCWX vs FEUPX Comparison
Open Charts BGCWX vs FEUPX
Baillie Gifford EAFE Plus All Cap 2
Price$15.60
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets252.4M
American Funds EUPAC F3
Price$61.01
Change+$0.19 (+0.31%)
VolumeN/A
Net Assets133.45B
BGCWX vs FEUPX Comparison Chart
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BGCWX vs. FEUPX commentary
Jun 07, 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 BGCWX is a StrongBuy and FEUPX is a Buy.
FUNDAMENTALS
Fundamentals
FEUPX has more cash in the bank: 133B vs. BGCWX (252M). BGCWX pays higher dividends than FEUPX: BGCWX (3.74) vs FEUPX (1.37). BGCWX was incepted earlier than FEUPX: BGCWX (15 years) vs FEUPX (8 years). BGCWX (0.66) is less costly to investors than FEUPX (0.47). FEUPX is a more actively managed with annual turnover of: 30.00 vs. BGCWX (23.00). FEUPX has a lower initial minimum investment than BGCWX: FEUPX (1000000) vs BGCWX (25000000). BGCWX (3.32) and FEUPX (3.26) have marching annual gain over last year. FEUPX return over 5 years is better than : 20.33 vs. BGCWX (-1.11).
| BGCWX | FEUPX | BGCWX / FEUPX | |
| Total Expense Ratio | 0.66 | 0.47 | 140% |
| Annual Report Gross Expense Ratio | 0.66 | 0.47 | 140% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 11.138 | 13.444 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 1000000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252M | 133B | 0% |
| Annual Yield % from dividends | 3.74 | 1.37 | 273% |
| Returns for 1 year | 3.32 | 3.26 | 102% |
| Returns for 3 years | 12.47 | 18.00 | 69% |
| Returns for 5 years | -1.11 | 20.33 | -5% |
| Returns for 10 years | 31.49 | N/A | - |