BCANX vs. AACFX
Compare and contrast key facts about Baillie Gifford China A Shares Fund (BCANX) and Invesco Greater China Fund (AACFX).
BCANX is managed by Baillie Gifford Funds. It was launched on Dec 18, 2019. AACFX is managed by Invesco. It was launched on Mar 30, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCANX or AACFX.
Correlation
The correlation between BCANX and AACFX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BCANX vs. AACFX - Performance Comparison
Key characteristics
Returns By Period
BCANX
N/A
N/A
N/A
N/A
N/A
N/A
AACFX
-1.65%
-2.00%
-2.20%
9.43%
-7.02%
-1.18%
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BCANX vs. AACFX - Expense Ratio Comparison
BCANX has a 0.87% expense ratio, which is lower than AACFX's 1.55% expense ratio.
Risk-Adjusted Performance
BCANX vs. AACFX — Risk-Adjusted Performance Rank
BCANX
AACFX
BCANX vs. AACFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford China A Shares Fund (BCANX) and Invesco Greater China Fund (AACFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BCANX vs. AACFX - Dividend Comparison
BCANX has not paid dividends to shareholders, while AACFX's dividend yield for the trailing twelve months is around 1.12%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCANX Baillie Gifford China A Shares Fund | 0.44% | 0.44% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AACFX Invesco Greater China Fund | 1.12% | 1.10% | 1.94% | 1.62% | 0.06% | 0.00% | 1.04% | 1.04% | 0.54% | 0.73% | 1.07% | 0.45% |
Drawdowns
BCANX vs. AACFX - Drawdown Comparison
Volatility
BCANX vs. AACFX - Volatility Comparison
The current volatility for Baillie Gifford China A Shares Fund (BCANX) is 0.00%, while Invesco Greater China Fund (AACFX) has a volatility of 4.48%. This indicates that BCANX experiences smaller price fluctuations and is considered to be less risky than AACFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.