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BGCWX vs FUEPX
BGCWX vs FUEPX Comparison
Open Charts BGCWX vs FUEPX
Baillie Gifford EAFE Plus All Cap 2
Price$15.83
Change-$0.16 (-1.00%)
VolumeN/A
Net Assets256.76M
American Funds EUPAC 529-F-2
Price$60.84
Change-$0.68 (-1.11%)
VolumeN/A
Net Assets135.06B
BGCWX vs FUEPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 135B vs. BGCWX (257M). BGCWX pays higher dividends than FUEPX: BGCWX (3.65) vs FUEPX (0.87). BGCWX was incepted earlier than FUEPX: BGCWX (16 years) vs FUEPX (5 years). BGCWX (0.66) is less costly to investors than FUEPX (0.59). FUEPX is a more actively managed with annual turnover of: 35.00 vs. BGCWX (23.00). FUEPX has a lower initial minimum investment than BGCWX: FUEPX (250) vs BGCWX (25000000). BGCWX (9.06) and FUEPX (9.05) have marching annual gain over last year.
| BGCWX | FUEPX | BGCWX / FUEPX | |
| Total Expense Ratio | 0.66 | 0.59 | 112% |
| Annual Report Gross Expense Ratio | 0.66 | 0.59 | 112% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 12.714 | 14.626 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 257M | 135B | 0% |
| Annual Yield % from dividends | 3.65 | 0.87 | 421% |
| Returns for 1 year | 9.06 | 9.05 | 100% |
| Returns for 3 years | 13.38 | 27.41 | 49% |
| Returns for 5 years | -5.52 | N/A | - |
| Returns for 10 years | 33.96 | N/A | - |
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