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BGATX vs FNFPX
BGATX vs FNFPX Comparison
Open Charts BGATX vs FNFPX
Baillie Gifford Global Alpha Equities 2
Price$17.02
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective 529-F-3
Price$65.61
Change+$0.10 (+0.15%)
VolumeN/A
Net Assets147B
BGATX vs FNFPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 147B vs. BGATX (715M). BGATX pays higher dividends than FNFPX: BGATX (1.45) vs FNFPX (0.83). BGATX was incepted earlier than FNFPX: BGATX (10 years) vs FNFPX (5 years). BGATX (0.65) is less costly to investors than FNFPX (0.47). BGATX is a more actively managed with annual turnover of: 28.00 vs. FNFPX (24.00). 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 : 8.23 vs. BGATX (-0.03).
| 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 | 5 years | - |
| Gain YTD | 4.759 | 5.976 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 147B | 0% |
| Annual Yield % from dividends | 1.45 | 0.83 | 175% |
| Returns for 1 year | -0.03 | 8.23 | -0% |
| Returns for 3 years | 23.34 | 32.21 | 72% |
| Returns for 5 years | 17.60 | N/A | - |
| Returns for 10 years | 24.92 | N/A | - |
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