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BGATX vs FNPFX
BGATX vs FNPFX Comparison
Open Charts BGATX vs FNPFX
Baillie Gifford Global Alpha Equities 2
Price$15.11
Change+$0.28 (+1.89%)
VolumeN/A
Net Assets685.31M
American Funds New Perspective F3
Price$60.00
Change+$0.93 (+1.57%)
VolumeN/A
Net Assets132.87B
BGATX vs FNPFX Comparison Chart
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BGATX vs. FNPFX commentary
Apr 24, 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: 133B vs. BGATX (685M). BGATX pays higher dividends than FNPFX: BGATX (1.46) vs FNPFX (0.90). 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). FNPFX is a more actively managed with annual turnover of: 24.00 vs. BGATX (19.00). 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 : 1.04 vs. BGATX (-8.32). FNPFX return over 5 years is better than : 44.22 vs. BGATX (8.03).
| 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 | -6.565 | -4.879 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 1000000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 685M | 133B | 1% |
| Annual Yield % from dividends | 1.46 | 0.90 | 163% |
| Returns for 1 year | -8.32 | 1.04 | -797% |
| Returns for 3 years | 1.27 | 8.54 | 15% |
| Returns for 5 years | 8.03 | 44.22 | 18% |
| Returns for 10 years | 15.21 | N/A | - |
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