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BGCWX vs FEUPX
BGCWX vs FEUPX Comparison
Open Charts BGCWX vs FEUPX
Baillie Gifford EAFE Plus All Cap 2
Price$15.83
Change-$0.16 (-1.00%)
VolumeN/A
Net Assets256.76M
American Funds EUPAC F3
Price$61.01
Change-$0.69 (-1.12%)
VolumeN/A
Net Assets135.06B
BGCWX vs FEUPX Comparison Chart in %
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BGCWX vs. FEUPX commentary
Jul 29, 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 Hold.
FUNDAMENTALS
Fundamentals
FEUPX has more cash in the bank: 135B vs. BGCWX (257M). BGCWX pays higher dividends than FEUPX: BGCWX (3.65) vs FEUPX (0.95). BGCWX was incepted earlier than FEUPX: BGCWX (16 years) vs FEUPX (9 years). BGCWX (0.66) is less costly to investors than FEUPX (0.47). FEUPX is a more actively managed with annual turnover of: 35.00 vs. BGCWX (23.00). FEUPX has a lower initial minimum investment than BGCWX: FEUPX (1000000) vs BGCWX (25000000). FEUPX (9.22) and BGCWX (9.06) have marching annual gain over last year. FEUPX return over 5 years is better than : 13.62 vs. BGCWX (-5.52).
| BGCWX | FEUPX | BGCWX / FEUPX | |
| Total Expense Ratio | 0.66 | 0.47 | 140% |
| Annual Report Gross Expense Ratio | 0.66 | 0.47 | 140% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 12.714 | 14.727 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 1000000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 257M | 135B | 0% |
| Annual Yield % from dividends | 3.65 | 0.95 | 386% |
| Returns for 1 year | 9.06 | 9.22 | 98% |
| Returns for 3 years | 13.38 | 26.09 | 51% |
| Returns for 5 years | -5.52 | 13.62 | -41% |
| Returns for 10 years | 33.96 | N/A | - |
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