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BGALX vs FNPFX
BGALX vs FNPFX Comparison
Open Charts BGALX vs FNPFX
Baillie Gifford Global Alpha Equities 4
Price$18.31
Change-$0.37 (-1.98%)
VolumeN/A
Net Assets799.35M
American Funds New Perspective F3
Price$65.00
Change-$0.79 (-1.20%)
VolumeN/A
Net Assets147.51B
BGALX vs FNPFX Comparison Chart
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BGALX 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 BGALX is a Hold and FNPFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 148B vs. BGALX (799M). FNPFX pays higher dividends than BGALX: FNPFX (1.11) vs BGALX (0.91). BGALX was incepted earlier than FNPFX: BGALX (8 years) vs FNPFX (8 years). BGALX is a more actively managed with annual turnover of: 19.00 vs. FNPFX (17.00). FNPFX has a lower initial minimum investment than BGALX: FNPFX (1000000) vs BGALX (200000000). FNPFX annual gain was more profitable for investors over the last year : 10.81 vs. BGALX (2.84). FNPFX return over 5 years is better than : 35.63 vs. BGALX (5.99).
| BGALX | FNPFX | BGALX / 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 | 5.265 | 4.670 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 200000000 | 1000000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 148B | 1% |
| Annual Yield % from dividends | 0.91 | 1.11 | 82% |
| Returns for 1 year | 2.84 | 10.81 | 26% |
| Returns for 3 years | 6.31 | 15.29 | 41% |
| Returns for 5 years | 5.99 | 35.63 | 17% |
| Returns for 10 years | N/A | N/A | - |
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