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BGATX vs FNPFX
BGATX vs FNPFX Comparison
Open Charts BGATX vs FNPFX
Baillie Gifford Global Alpha Equities 2
Price$18.04
Change-$0.31 (-1.69%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective F3
Price$64.73
Change-$0.93 (-1.42%)
VolumeN/A
CapitalizationN/A
BGATX vs FNPFX Comparison Chart
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BGATX vs. FNPFX commentary
Nov 18, 2024
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 StrongBuy and FNPFX is a StrongSell.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 142B vs. BGATX (782M). FNPFX pays higher dividends than BGATX: FNPFX (1.11) vs BGATX (1.02). BGATX was incepted earlier than FNPFX: BGATX (10 years) vs FNPFX (8 years). BGATX is a more actively managed with annual turnover of: 19.00 vs. FNPFX (17.00). FNPFX has a lower initial minimum investment than BGATX: FNPFX (1000000) vs BGATX (25000000). BGATX annual gain was more profitable for investors over the last year : 21.82 vs. FNPFX (18.53). FNPFX return over 5 years is better than : 40.52 vs. BGATX (16.94).
| BGATX | FNPFX | BGATX / FNPFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 8 years | - |
| Gain YTD | 12.345 | 15.796 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 1000000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 142B | 1% |
| Annual Yield % from dividends | 1.02 | 1.11 | 92% |
| Returns for 1 year | 21.82 | 18.53 | 118% |
| Returns for 3 years | -24.59 | -9.40 | 262% |
| Returns for 5 years | 16.94 | 40.52 | 42% |
| Returns for 10 years | 34.36 | N/A | - |
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