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BGPTX vs RERFX
BGPTX vs RERFX Comparison
Open Charts BGPTX vs RERFX
Baillie Gifford Developed EAFE All Cap 2
Price$12.38
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets293.66M
American Funds Europacific Growth R5
Price$54.74
Change+$0.16 (+0.29%)
VolumeN/A
Net Assets127.3B
BGPTX vs RERFX Comparison Chart
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BGPTX vs. RERFX commentary
Jan 19, 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 StrongBuy and RERFX is a Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 127B vs. BGPTX (294M). RERFX pays higher dividends than BGPTX: RERFX (1.79) vs BGPTX (0.69). BGPTX was incepted earlier than RERFX: BGPTX (11 years) vs RERFX (23 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 : 5.55 vs. RERFX (4.24). RERFX return over 5 years is better than : 1.65 vs. BGPTX (-1.83).
| BGPTX | RERFX | BGPTX / RERFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 1.723 | 2.013 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 127B | 0% |
| Annual Yield % from dividends | 0.69 | 1.79 | 38% |
| Returns for 1 year | 5.55 | 4.24 | 131% |
| Returns for 3 years | -17.54 | -8.01 | 219% |
| Returns for 5 years | -1.83 | 1.65 | -111% |
| Returns for 10 years | 48.60 | 22.10 | 220% |
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