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BGATX vs FNPFX
BGATX vs FNPFX Comparison
Open Charts BGATX vs FNPFX
Baillie Gifford Global Alpha Equities 2
Price$17.02
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective F3
Price$65.82
Change+$0.10 (+0.15%)
VolumeN/A
Net Assets147B
BGATX vs FNPFX Comparison Chart
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BGATX vs. FNPFX commentary
May 15, 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 BGATX is a Buy and FNPFX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 147B vs. BGATX (715M). BGATX pays higher dividends than FNPFX: BGATX (1.45) vs FNPFX (0.88). BGATX was incepted earlier than FNPFX: BGATX (10 years) vs FNPFX (8 years). BGATX (0.65) is less costly to investors than FNPFX (0.41). BGATX is a more actively managed with annual turnover of: 28.00 vs. FNPFX (24.00). FNPFX has a lower initial minimum investment than BGATX: FNPFX (1000000) vs BGATX (25000000). FNPFX annual gain was more profitable for investors over the last year : 8.31 vs. BGATX (-0.03). FNPFX return over 5 years is better than : 56.43 vs. BGATX (17.60).
| BGATX | FNPFX | BGATX / FNPFX | |
| Total Expense Ratio | 0.65 | 0.41 | 159% |
| Annual Report Gross Expense Ratio | 0.65 | 0.41 | 159% |
| Fund Existence | 10 years | 8 years | - |
| Gain YTD | 4.759 | 5.990 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 1000000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 147B | 0% |
| Annual Yield % from dividends | 1.45 | 0.88 | 166% |
| Returns for 1 year | -0.03 | 8.31 | -0% |
| Returns for 3 years | 23.34 | 31.01 | 75% |
| Returns for 5 years | 17.60 | 56.43 | 31% |
| Returns for 10 years | 24.92 | N/A | - |
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