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BGCWX vs FUEPX
BGCWX vs FUEPX Comparison
Open Charts BGCWX vs FUEPX
Baillie Gifford EAFE Plus All Cap 2
Price$15.60
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets252.4M
American Funds EUPAC 529-F-2
Price$60.85
Change+$0.19 (+0.31%)
VolumeN/A
Net Assets133.45B
BGCWX vs FUEPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 133B vs. BGCWX (252M). BGCWX pays higher dividends than FUEPX: BGCWX (3.74) vs FUEPX (1.26). BGCWX was incepted earlier than FUEPX: BGCWX (15 years) vs FUEPX (5 years). BGCWX (0.66) is less costly to investors than FUEPX (0.57). FUEPX is a more actively managed with annual turnover of: 30.00 vs. BGCWX (23.00). FUEPX has a lower initial minimum investment than BGCWX: FUEPX (250) vs BGCWX (25000000). BGCWX annual gain was more profitable for investors over the last year : 3.32 vs. FUEPX (3.12).
| BGCWX | FUEPX | BGCWX / FUEPX | |
| Total Expense Ratio | 0.66 | 0.57 | 116% |
| Annual Report Gross Expense Ratio | 0.66 | 0.57 | 116% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 11.138 | 13.378 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252M | 133B | 0% |
| Annual Yield % from dividends | 3.74 | 1.26 | 297% |
| Returns for 1 year | 3.32 | 3.12 | 106% |
| Returns for 3 years | 12.47 | 19.23 | 65% |
| Returns for 5 years | -1.11 | N/A | - |
| Returns for 10 years | 31.49 | N/A | - |
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