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BGASX vs FNPFX
BGASX vs FNPFX Comparison
Open Charts BGASX vs FNPFX
Baillie Gifford Global Alpha Equities I
Price$14.93
Change-$0.75 (-4.78%)
VolumeN/A
Net Assets729.17M
American Funds New Perspective F3
Price$59.20
Change-$2.45 (-3.97%)
VolumeN/A
Net Assets139.04B
BGASX vs FNPFX Comparison Chart
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BGASX vs. FNPFX commentary
Apr 04, 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 BGASX is a Hold and FNPFX is a Hold.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 139B vs. BGASX (729M). BGASX pays higher dividends than FNPFX: BGASX (1.24) vs FNPFX (0.90). BGASX was incepted earlier than FNPFX: BGASX (8 years) vs FNPFX (8 years). BGASX (0.75) is less costly to investors than FNPFX (0.41). FNPFX is a more actively managed with annual turnover of: 24.00 vs. BGASX (19.00). BGASX has a lower initial minimum investment than FNPFX: BGASX (0) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 3.22 vs. BGASX (-7.39). FNPFX return over 5 years is better than : 70.87 vs. BGASX (28.73).
| BGASX | FNPFX | BGASX / FNPFX | |
| Total Expense Ratio | 0.75 | 0.41 | 183% |
| Annual Report Gross Expense Ratio | 0.75 | 0.41 | 183% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | -2.548 | -0.725 | 352% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 729M | 139B | 1% |
| Annual Yield % from dividends | 1.24 | 0.90 | 138% |
| Returns for 1 year | -7.39 | 3.22 | -230% |
| Returns for 3 years | -5.04 | 4.59 | -110% |
| Returns for 5 years | 28.73 | 70.87 | 41% |
| Returns for 10 years | N/A | N/A | - |
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