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BGATX vs FNPFX
BGATX vs FNPFX Comparison
Open Charts BGATX vs FNPFX
Baillie Gifford Global Alpha Equities 2
Price$18.03
Change-$0.60 (-3.22%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective F3
Price$66.04
Change-$2.09 (-3.07%)
VolumeN/A
CapitalizationN/A
BGATX vs FNPFX Comparison Chart
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BGATX vs. FNPFX commentary
Dec 19, 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 Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 149B vs. BGATX (757M). 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). FNPFX annual gain was more profitable for investors over the last year : 23.54 vs. BGATX (17.49). FNPFX return over 5 years is better than : 42.43 vs. BGATX (14.97).
| 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 | 16.023 | 21.878 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 1000000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 757M | 149B | 1% |
| Annual Yield % from dividends | 1.02 | 1.11 | 92% |
| Returns for 1 year | 17.49 | 23.54 | 74% |
| Returns for 3 years | -14.24 | 8.06 | -177% |
| Returns for 5 years | 14.97 | 42.43 | 35% |
| Returns for 10 years | 39.42 | N/A | - |
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