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BGATX vs FNPFX
BGATX vs FNPFX Comparison
Open Charts BGATX vs FNPFX
Baillie Gifford Global Alpha Equities 2
Price$18.06
Change-$0.15 (-0.82%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective F3
Price$65.05
Change-$0.40 (-0.61%)
VolumeN/A
CapitalizationN/A
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BGATX vs FNPFX Comparison Chart
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BGATX vs. FNPFX commentary
Sep 21, 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 Buy and FNPFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 145B vs. BGATX (822M). 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 : 27.82 vs. FNPFX (23.29). FNPFX return over 5 years is better than : 47.04 vs. BGATX (22.48).
| 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 | 12.503 | 16.369 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 1000000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 822M | 145B | 1% |
| Annual Yield % from dividends | 1.02 | 1.11 | 92% |
| Returns for 1 year | 27.82 | 23.29 | 119% |
| Returns for 3 years | -20.51 | -3.42 | 600% |
| Returns for 5 years | 22.48 | 47.04 | 48% |
| Returns for 10 years | 37.52 | N/A | - |