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BGAKX vs FNPFX
BGAKX vs FNPFX Comparison
Open Charts BGAKX vs FNPFX
Baillie Gifford Global Alpha Equities K
Price$16.91
Change-$0.34 (-1.97%)
VolumeN/A
Net Assets815.57M
American Funds New Perspective F3
Price$65.00
Change-$0.79 (-1.20%)
VolumeN/A
Net Assets149.3B
BGAKX vs FNPFX Comparison Chart
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BGAKX vs. FNPFX commentary
Feb 23, 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: 149B vs. BGAKX (816M). 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 : 10.81 vs. BGAKX (2.11). FNPFX return over 5 years is better than : 35.63 vs. BGAKX (3.48).
| 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 | 5.293 | 4.670 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 1000000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 816M | 149B | 1% |
| Annual Yield % from dividends | 1.06 | 1.11 | 96% |
| Returns for 1 year | 2.11 | 10.81 | 20% |
| Returns for 3 years | 5.16 | 15.29 | 34% |
| Returns for 5 years | 3.48 | 35.63 | 10% |
| Returns for 10 years | N/A | N/A | - |