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BTLSX vs FEPUX
BTLSX vs FEPUX Comparison
Open Charts BTLSX vs FEPUX
Baillie Gifford Intl Concntr Gr EqsInstl
Price$8.72
Change+$0.22 (+2.59%)
VolumeN/A
Net Assets94.4M
American Funds Europacific Growth 529F3
Price$58.60
Change+$0.79 (+1.37%)
VolumeN/A
Net Assets128.73B
BTLSX vs FEPUX Comparison Chart
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FUNDAMENTALS
Fundamentals
FEPUX has more cash in the bank: 129B vs. BTLSX (94.4M). FEPUX pays higher dividends than BTLSX: FEPUX (1.42) 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 : 20.06 vs. FEPUX (-0.43).
| 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 | 12.583 | 7.854 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.4M | 129B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 20.06 | -0.43 | -4,668% |
| Returns for 3 years | 43.91 | 20.03 | 219% |
| Returns for 5 years | -36.75 | N/A | - |
| Returns for 10 years | N/A | N/A | - |