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BGATX vs NPFCX
BGATX vs NPFCX Comparison
Open Charts BGATX vs NPFCX
Baillie Gifford Global Alpha Equities 2
Price$17.02
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective C
Price$61.13
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets147B
BGATX vs NPFCX Comparison Chart
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BGATX vs. NPFCX commentary
May 15, 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: 147B vs. BGATX (715M). BGATX pays higher dividends than NPFCX: BGATX (1.45) 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). 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 : 7.31 vs. BGATX (-0.03). NPFCX return over 5 years is better than : 48.82 vs. BGATX (17.60).
| 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 | 4.759 | 5.406 | 88% |
| 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 | 147B | 0% |
| Annual Yield % from dividends | 1.45 | 0.00 | - |
| Returns for 1 year | -0.03 | 7.31 | -0% |
| Returns for 3 years | 23.34 | 27.08 | 86% |
| Returns for 5 years | 17.60 | 48.82 | 36% |
| Returns for 10 years | 24.92 | 59.32 | 42% |
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