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BGEFX vs CEUAX
BGEFX vs CEUAX Comparison
Open Charts BGEFX vs CEUAX
Baillie Gifford International Growth 4
Price$11.34
Change-$0.84 (-6.90%)
VolumeN/A
Net Assets2.87B
American Funds Europacific Growth 529A
Price$49.94
Change-$3.26 (-6.13%)
VolumeN/A
Net Assets121.78B
BGEFX vs CEUAX Comparison Chart
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BGEFX vs. CEUAX commentary
Apr 05, 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 BGEFX is a Buy and CEUAX is a Hold.
FUNDAMENTALS
Fundamentals
CEUAX has more cash in the bank: 122B vs. BGEFX (2.87B). CEUAX pays higher dividends than BGEFX: CEUAX (1.11) vs BGEFX (0.42). BGEFX was incepted earlier than CEUAX: BGEFX (10 years) vs CEUAX (23 years). CEUAX (0.86) is less costly to investors than BGEFX (0.48). CEUAX is a more actively managed with annual turnover of: 30.00 vs. BGEFX (12.00). CEUAX has a lower initial minimum investment than BGEFX: CEUAX (250) vs BGEFX (200000000). BGEFX annual gain was more profitable for investors over the last year : -2.04 vs. CEUAX (-6.94). CEUAX return over 5 years is better than : 38.02 vs. BGEFX (9.12).
| BGEFX | CEUAX | BGEFX / CEUAX | |
| Total Expense Ratio | 0.48 | 0.86 | 56% |
| Annual Report Gross Expense Ratio | 0.48 | 0.86 | 56% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 1.103 | 0.662 | 166% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 200000000 | 250 | 80,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 122B | 2% |
| Annual Yield % from dividends | 0.42 | 1.11 | 38% |
| Returns for 1 year | -2.04 | -6.94 | 29% |
| Returns for 3 years | -7.10 | -3.53 | 201% |
| Returns for 5 years | 9.12 | 38.02 | 24% |
| Returns for 10 years | 15.41 | 18.25 | 84% |