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BTLSX vs FEPUX
BTLSX vs FEPUX Comparison
Open Charts BTLSX vs FEPUX
Baillie Gifford Intl Concntr Gr EqsInstl
Price$9.00
Change+$0.11 (+1.24%)
VolumeN/A
Net Assets102.94M
American Funds EUPAC 529-F-3
Price$60.59
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets133.44B
BTLSX vs FEPUX Comparison Chart
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FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 133B vs. BTLSX (103M). FEPUX pays higher dividends than BTLSX: FEPUX (1.34) vs BTLSX (0.00). BTLSX was incepted earlier than FEPUX: BTLSX (7 years) vs FEPUX (5 years). BTLSX (0.99) is less costly to investors than FEPUX (0.52). FEPUX is a more actively managed with annual turnover of: 30.00 vs. BTLSX (26.00). BTLSX has a lower initial minimum investment than FEPUX: BTLSX (0) vs FEPUX (250). BTLSX annual gain was more profitable for investors over the last year : 21.79 vs. FEPUX (3.32).
| BTLSX | FEPUX | BTLSX / FEPUX | |
| Total Expense Ratio | 0.81 | 0.52 | 156% |
| Annual Report Gross Expense Ratio | 0.99 | 0.52 | 190% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 19.205 | 13.004 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 133B | 0% |
| Annual Yield % from dividends | 0.00 | 1.34 | - |
| Returns for 1 year | 21.79 | 3.32 | 655% |
| Returns for 3 years | 45.71 | 19.47 | 235% |
| Returns for 5 years | -41.81 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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