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BGASX vs RNPEX
BGASX vs RNPEX Comparison
Open Charts BGASX vs RNPEX
Baillie Gifford Global Alpha Equities I
Price$16.12
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective R4
Price$62.30
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets142.32B
BGASX vs RNPEX Comparison Chart
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BGASX vs. RNPEX commentary
May 11, 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 Buy and RNPEX is a Buy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 142B vs. BGASX (715M). BGASX pays higher dividends than RNPEX: BGASX (1.23) vs RNPEX (0.55). BGASX was incepted earlier than RNPEX: BGASX (8 years) vs RNPEX (23 years). RNPEX (0.76) and BGASX (0.75) have similar cost to investors . BGASX is a more actively managed with annual turnover of: 28.00 vs. RNPEX (24.00). BGASX has a lower initial minimum investment than RNPEX: BGASX (0) vs RNPEX (250). RNPEX annual gain was more profitable for investors over the last year : 5.27 vs. BGASX (-4.45). RNPEX return over 5 years is better than : 46.39 vs. BGASX (9.65).
| BGASX | RNPEX | BGASX / RNPEX | |
| Total Expense Ratio | 0.75 | 0.76 | 99% |
| Annual Report Gross Expense Ratio | 0.75 | 0.76 | 99% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 0.186 | 2.282 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 142B | 1% |
| Annual Yield % from dividends | 1.23 | 0.55 | 226% |
| Returns for 1 year | -4.45 | 5.27 | -84% |
| Returns for 3 years | 21.85 | 27.41 | 80% |
| Returns for 5 years | 9.65 | 46.39 | 21% |
| Returns for 10 years | N/A | 64.04 | - |