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BGESX vs RERFX
BGESX vs RERFX Comparison
Open Charts BGESX vs RERFX
Baillie Gifford International Growth I
Price$13.95
Change-$0.02 (-0.14%)
VolumeN/A
CapitalizationN/A
American Funds Europacific Growth R5
Price$58.02
Change-$0.20 (-0.34%)
VolumeN/A
CapitalizationN/A
BGESX vs RERFX Comparison Chart
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BGESX vs. RERFX commentary
Dec 19, 2024
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 BGESX is a Hold and RERFX is a StrongSell.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 132B vs. BGESX (3.12B). RERFX pays higher dividends than BGESX: RERFX (1.79) vs BGESX (0.25). BGESX was incepted earlier than RERFX: BGESX (8 years) vs RERFX (23 years). RERFX is a more actively managed with annual turnover of: 34.00 vs. BGESX (12.00). BGESX has a lower initial minimum investment than RERFX: BGESX (0) vs RERFX (250). BGESX annual gain was more profitable for investors over the last year : 12.96 vs. RERFX (8.84). RERFX return over 5 years is better than : 9.66 vs. BGESX (-0.84).
| BGESX | RERFX | BGESX / RERFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 12.571 | 6.652 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.12B | 132B | 2% |
| Annual Yield % from dividends | 0.25 | 1.79 | 14% |
| Returns for 1 year | 12.96 | 8.84 | 147% |
| Returns for 3 years | -23.62 | -4.42 | 534% |
| Returns for 5 years | -0.84 | 9.66 | -9% |
| Returns for 10 years | N/A | 28.51 | - |