Ad is loading...
BGAKX vs FNPFX
BGAKX vs FNPFX Comparison
Open Charts BGAKX vs FNPFX
Baillie Gifford Global Alpha Equities K
Price$16.46
Change+$0.15 (+0.92%)
VolumeN/A
Net Assets758.72M
American Funds New Perspective F3
Price$63.40
Change+$0.41 (+0.65%)
VolumeN/A
Net Assets144.81B
BGAKX vs FNPFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BGAKX vs. FNPFX commentary
Jan 19, 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 BGAKX is a Hold and FNPFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 145B vs. BGAKX (759M). FNPFX (1.11) and BGAKX (1.06) have matching dividends . BGAKX was incepted earlier than FNPFX: BGAKX (8 years) vs FNPFX (8 years). BGAKX is a more actively managed with annual turnover of: 19.00 vs. FNPFX (17.00). FNPFX has a lower initial minimum investment than BGAKX: FNPFX (1000000) vs BGAKX (10000000). FNPFX annual gain was more profitable for investors over the last year : 15.79 vs. BGAKX (7.32). FNPFX return over 5 years is better than : 33.40 vs. BGAKX (0.90).
| BGAKX | FNPFX | BGAKX / FNPFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 2.491 | 2.093 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 1000000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 759M | 145B | 1% |
| Annual Yield % from dividends | 1.06 | 1.11 | 96% |
| Returns for 1 year | 7.32 | 15.79 | 46% |
| Returns for 3 years | -6.78 | 3.09 | -220% |
| Returns for 5 years | 0.90 | 33.40 | 3% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers