Interact to see
Advertisement
Advertisement
BGATX vs NPFCX
BGATX vs NPFCX Comparison
Open Charts BGATX vs NPFCX
Baillie Gifford Global Alpha Equities 2
Price$19.13
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective C
Price$68.24
Change+$0.10 (+0.15%)
VolumeN/A
Net Assets162.63B
BGATX vs NPFCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BGATX vs. NPFCX commentary
Sep 17, 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 NPFCX is a Buy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 163B vs. BGATX (715M). BGATX pays higher dividends than NPFCX: BGATX (1.23) vs NPFCX (0.00). BGATX was incepted earlier than NPFCX: BGATX (11 years) vs NPFCX (25 years). NPFCX (1.48) is less costly to investors than BGATX (0.65). BGATX is a more actively managed with annual turnover of: 28.00 vs. NPFCX (24.00). NPFCX has a lower initial minimum investment than BGATX: NPFCX (250) vs BGATX (25000000). NPFCX annual gain was more profitable for investors over the last year : 13.94 vs. BGATX (9.09). NPFCX return over 5 years is better than : 33.42 vs. BGATX (5.29).
| BGATX | NPFCX | BGATX / NPFCX | |
| Total Expense Ratio | 0.65 | 1.48 | 44% |
| Annual Report Gross Expense Ratio | 0.65 | 1.48 | 44% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 18.323 | 17.858 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 163B | 0% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | 9.09 | 13.94 | 65% |
| Returns for 3 years | 42.66 | 48.80 | 87% |
| Returns for 5 years | 5.29 | 33.42 | 16% |
| Returns for 10 years | 55.15 | 92.48 | 60% |