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BGATX vs NPFFX
BGATX vs NPFFX Comparison
Open Charts BGATX vs NPFFX
Baillie Gifford Global Alpha Equities 2
Price$18.33
Change+$0.12 (+0.66%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective F1
Price$69.91
Change+$0.54 (+0.78%)
VolumeN/A
Net Assets155.4B
BGATX vs NPFFX Comparison Chart in %
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BGATX vs. NPFFX commentary
Aug 07, 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 NPFFX is a Hold.
FUNDAMENTALS
Fundamentals
NPFFX has more cash in the bank: 155B vs. BGATX (715M). BGATX pays higher dividends than NPFFX: BGATX (1.26) vs NPFFX (0.46). BGATX was incepted earlier than NPFFX: BGATX (11 years) vs NPFFX (24 years). NPFFX (0.78) is less costly to investors than BGATX (0.65). BGATX is a more actively managed with annual turnover of: 28.00 vs. NPFFX (24.00). NPFFX has a lower initial minimum investment than BGATX: NPFFX (250) vs BGATX (25000000). NPFFX annual gain was more profitable for investors over the last year : 18.58 vs. BGATX (12.53). NPFFX return over 5 years is better than : 37.14 vs. BGATX (2.66).
| BGATX | NPFFX | BGATX / NPFFX | |
| Total Expense Ratio | 0.65 | 0.78 | 83% |
| Annual Report Gross Expense Ratio | 0.65 | 0.78 | 83% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 13.355 | 13.490 | 99% |
| 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 | 155B | 0% |
| Annual Yield % from dividends | 1.26 | 0.46 | 272% |
| Returns for 1 year | 12.53 | 18.58 | 67% |
| Returns for 3 years | 26.33 | 36.26 | 73% |
| Returns for 5 years | 2.66 | 37.14 | 7% |
| Returns for 10 years | 39.95 | 83.74 | 48% |