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BGPTX vs RERFX
BGPTX vs RERFX Comparison
Open Charts BGPTX vs RERFX
Baillie Gifford Developed EAFE All Cap 2
Price$13.53
Change-$0.16 (-1.17%)
VolumeN/A
CapitalizationN/A
American Funds Europacific Growth R5
Price$59.03
Change-$0.41 (-0.69%)
VolumeN/A
CapitalizationN/A
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BGPTX vs RERFX Comparison Chart
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BGPTX vs. RERFX commentary
Sep 21, 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 BGPTX is a StrongBuy and RERFX is a Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 139B vs. BGPTX (404M). RERFX pays higher dividends than BGPTX: RERFX (1.79) vs BGPTX (0.69). BGPTX was incepted earlier than RERFX: BGPTX (10 years) vs RERFX (22 years). RERFX is a more actively managed with annual turnover of: 34.00 vs. BGPTX (15.00). RERFX has a lower initial minimum investment than BGPTX: RERFX (250) vs BGPTX (25000000). BGPTX annual gain was more profitable for investors over the last year : 14.15 vs. RERFX (12.85). RERFX (15.97) and BGPTX (15.81) have equivalent 5 years return.
| BGPTX | RERFX | BGPTX / RERFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 22 years | - |
| Gain YTD | 4.550 | 7.111 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 404M | 139B | 0% |
| Annual Yield % from dividends | 0.69 | 1.79 | 38% |
| Returns for 1 year | 14.15 | 12.85 | 110% |
| Returns for 3 years | -27.23 | -15.59 | 175% |
| Returns for 5 years | 15.81 | 15.97 | 99% |
| Returns for 10 years | 47.03 | 24.09 | 195% |
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