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BKGCX vs RERFX
BKGCX vs RERFX Comparison
Open Charts BKGCX vs RERFX
Baillie Gifford EAFE Plus All Cap K
Price$14.03
Change+$0.13 (+0.94%)
VolumeN/A
Net Assets237.48M
American Funds Europacific Growth R5
Price$53.41
Change+$0.70 (+1.33%)
VolumeN/A
Net Assets118.41B
BKGCX vs RERFX Comparison Chart
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BKGCX vs. RERFX commentary
Apr 15, 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 BKGCX is a Buy and RERFX is a Hold.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 118B vs. BKGCX (237M). BKGCX pays higher dividends than RERFX: BKGCX (4.11) vs RERFX (1.43). BKGCX was incepted earlier than RERFX: BKGCX (8 years) vs RERFX (23 years). BKGCX (0.63) is less costly to investors than RERFX (0.52). RERFX is a more actively managed with annual turnover of: 30.00 vs. BKGCX (16.00). RERFX has a lower initial minimum investment than BKGCX: RERFX (250) vs BKGCX (10000000). BKGCX annual gain was more profitable for investors over the last year : -0.75 vs. RERFX (-5.37). RERFX return over 5 years is better than : 25.76 vs. BKGCX (6.15).
| BKGCX | RERFX | BKGCX / RERFX | |
| Total Expense Ratio | 0.63 | 0.52 | 121% |
| Annual Report Gross Expense Ratio | 0.63 | 0.52 | 121% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | -0.501 | -0.466 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 250 | 4,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 118B | 0% |
| Annual Yield % from dividends | 4.11 | 1.43 | 288% |
| Returns for 1 year | -0.75 | -5.37 | 14% |
| Returns for 3 years | -4.80 | 0.34 | -1,433% |
| Returns for 5 years | 6.15 | 25.76 | 24% |
| Returns for 10 years | N/A | 10.81 | - |