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BGATX vs NPFCX
BGATX vs NPFCX Comparison
Open Charts BGATX vs NPFCX
Baillie Gifford Global Alpha Equities 2
Price$13.88
Change-$0.20 (-1.42%)
VolumeN/A
Net Assets650.98M
American Funds New Perspective C
Price$50.59
Change-$0.46 (-0.90%)
VolumeN/A
Net Assets123.75B
BGATX vs NPFCX Comparison Chart
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BGATX vs. NPFCX commentary
Apr 10, 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 Hold and NPFCX is a Hold.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 124B vs. BGATX (651M). BGATX pays higher dividends than NPFCX: BGATX (1.46) vs NPFCX (0.00). BGATX was incepted earlier than NPFCX: BGATX (10 years) vs NPFCX (24 years). NPFCX (1.48) is less costly to investors than BGATX (0.65). NPFCX is a more actively managed with annual turnover of: 24.00 vs. BGATX (19.00). 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 : -10.62 vs. BGATX (-19.17). NPFCX return over 5 years is better than : 30.30 vs. BGATX (2.56).
| BGATX | NPFCX | BGATX / NPFCX | |
| Total Expense Ratio | 0.65 | 1.48 | 44% |
| Annual Report Gross Expense Ratio | 0.65 | 1.48 | 44% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -14.178 | -12.625 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 651M | 124B | 1% |
| Annual Yield % from dividends | 1.46 | 0.00 | - |
| Returns for 1 year | -19.17 | -10.62 | 180% |
| Returns for 3 years | -13.27 | -7.88 | 168% |
| Returns for 5 years | 2.56 | 30.30 | 8% |
| Returns for 10 years | 5.83 | 34.66 | 17% |
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