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BTLSX vs FUEPX
BTLSX vs FUEPX Comparison
Open Charts BTLSX vs FUEPX
Baillie Gifford Intl Concntr Gr EqsInstl
Price$9.08
Change+$0.26 (+2.95%)
VolumeN/A
Net Assets100.83M
American Funds EUPAC 529-F-2
Price$59.58
Change+$1.07 (+1.83%)
VolumeN/A
Net Assets130.85B
BTLSX vs FUEPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 131B vs. BTLSX (101M). FUEPX pays higher dividends than BTLSX: FUEPX (1.26) vs BTLSX (0.00). BTLSX was incepted earlier than FUEPX: BTLSX (8 years) vs FUEPX (5 years). BTLSX (0.99) is less costly to investors than FUEPX (0.59). FUEPX is a more actively managed with annual turnover of: 35.00 vs. BTLSX (26.00). BTLSX has a lower initial minimum investment than FUEPX: BTLSX (0) vs FUEPX (250). BTLSX annual gain was more profitable for investors over the last year : 20.66 vs. FUEPX (3.05).
| BTLSX | FUEPX | BTLSX / FUEPX | |
| Total Expense Ratio | 0.81 | 0.59 | 137% |
| Annual Report Gross Expense Ratio | 0.99 | 0.59 | 168% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 16.821 | 8.720 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 131B | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 20.66 | 3.05 | 676% |
| Returns for 3 years | 45.39 | 24.38 | 186% |
| Returns for 5 years | -45.03 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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