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BGATX vs FNFPX
BGATX vs FNFPX Comparison
Open Charts BGATX vs FNFPX
Baillie Gifford Global Alpha Equities 2
Price$15.11
Change+$0.28 (+1.89%)
VolumeN/A
Net Assets685.31M
American Funds New Perspective 529-F-3
Price$59.81
Change+$0.93 (+1.58%)
VolumeN/A
Net Assets132.87B
BGATX vs FNFPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 133B vs. BGATX (685M). BGATX pays higher dividends than FNFPX: BGATX (1.46) vs FNFPX (0.85). BGATX was incepted earlier than FNFPX: BGATX (10 years) vs FNFPX (4 years). BGATX (0.65) is less costly to investors than FNFPX (0.47). FNFPX is a more actively managed with annual turnover of: 24.00 vs. BGATX (19.00). FNFPX has a lower initial minimum investment than BGATX: FNFPX (250) vs BGATX (25000000). FNFPX annual gain was more profitable for investors over the last year : 0.98 vs. BGATX (-8.32).
| BGATX | FNFPX | BGATX / FNFPX | |
| Total Expense Ratio | 0.65 | 0.47 | 138% |
| Annual Report Gross Expense Ratio | 0.65 | 0.47 | 138% |
| Fund Existence | 10 years | 4 years | - |
| Gain YTD | -6.565 | -4.894 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 685M | 133B | 1% |
| Annual Yield % from dividends | 1.46 | 0.85 | 172% |
| Returns for 1 year | -8.32 | 0.98 | -848% |
| Returns for 3 years | 1.27 | 9.53 | 13% |
| Returns for 5 years | 8.03 | N/A | - |
| Returns for 10 years | 15.21 | N/A | - |
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