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BGPTX vs RERFX
BGPTX vs RERFX Comparison
Open Charts BGPTX vs RERFX
Baillie Gifford Developed EAFE All Cap 2
Price$12.31
Change-$0.30 (-2.38%)
VolumeN/A
Net Assets214.51M
American Funds Europacific Growth R5
Price$54.06
Change-$1.56 (-2.80%)
VolumeN/A
Net Assets125.35B
BGPTX vs RERFX Comparison Chart
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BGPTX vs. RERFX commentary
Apr 04, 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 BGPTX is a Hold and RERFX is a Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 125B vs. BGPTX (215M). BGPTX pays higher dividends than RERFX: BGPTX (3.21) vs RERFX (1.43). BGPTX was incepted earlier than RERFX: BGPTX (11 years) vs RERFX (23 years). BGPTX (0.63) is less costly to investors than RERFX (0.52). RERFX is a more actively managed with annual turnover of: 30.00 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 : -2.40 vs. RERFX (-6.55). RERFX return over 5 years is better than : 38.26 vs. BGPTX (32.49).
| BGPTX | RERFX | BGPTX / RERFX | |
| Total Expense Ratio | 0.63 | 0.52 | 121% |
| Annual Report Gross Expense Ratio | 0.63 | 0.52 | 121% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 1.118 | 0.745 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 125B | 0% |
| Annual Yield % from dividends | 3.21 | 1.43 | 224% |
| Returns for 1 year | -2.40 | -6.55 | 37% |
| Returns for 3 years | -9.41 | -3.72 | 253% |
| Returns for 5 years | 32.49 | 38.26 | 85% |
| Returns for 10 years | 37.14 | 12.37 | 300% |
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