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BGASX vs RNPFX
BGASX vs RNPFX Comparison
Open Charts BGASX vs RNPFX
Baillie Gifford Global Alpha Equities I
Price$16.12
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective R5
Price$63.52
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets142.32B
BGASX vs RNPFX Comparison Chart
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BGASX vs. RNPFX 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 RNPFX is a Buy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 142B vs. BGASX (715M). BGASX pays higher dividends than RNPFX: BGASX (1.23) vs RNPFX (0.82). BGASX was incepted earlier than RNPFX: BGASX (8 years) vs RNPFX (23 years). BGASX (0.75) is less costly to investors than RNPFX (0.46). BGASX is a more actively managed with annual turnover of: 28.00 vs. RNPFX (24.00). BGASX has a lower initial minimum investment than RNPFX: BGASX (0) vs RNPFX (250). RNPFX annual gain was more profitable for investors over the last year : 5.68 vs. BGASX (-4.45). RNPFX return over 5 years is better than : 48.27 vs. BGASX (9.65).
| BGASX | RNPFX | BGASX / RNPFX | |
| Total Expense Ratio | 0.75 | 0.46 | 163% |
| Annual Report Gross Expense Ratio | 0.75 | 0.46 | 163% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 0.186 | 2.386 | 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 | 0.82 | 150% |
| Returns for 1 year | -4.45 | 5.68 | -78% |
| Returns for 3 years | 21.85 | 28.41 | 77% |
| Returns for 5 years | 9.65 | 48.27 | 20% |
| Returns for 10 years | N/A | 66.66 | - |
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