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BGATX vs NPFFX
BGATX vs NPFFX Comparison
Open Charts BGATX vs NPFFX
Baillie Gifford Global Alpha Equities 2
Price$17.02
Change-$0.35 (-2.01%)
VolumeN/A
Net Assets799.35M
American Funds New Perspective F1
Price$64.44
Change-$0.79 (-1.21%)
VolumeN/A
Net Assets147.51B
BGATX vs NPFFX Comparison Chart
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BGATX vs. NPFFX commentary
Feb 23, 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 NPFFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NPFFX has more cash in the bank: 148B vs. BGATX (799M). BGATX pays higher dividends than NPFFX: BGATX (1.02) vs NPFFX (0.79). BGATX was incepted earlier than NPFFX: BGATX (10 years) vs NPFFX (24 years). BGATX is a more actively managed with annual turnover of: 19.00 vs. NPFFX (17.00). 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 : 10.36 vs. BGATX (2.17). NPFFX return over 5 years is better than : 33.90 vs. BGATX (3.59).
| BGATX | NPFFX | BGATX / NPFFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 5.250 | 4.610 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 148B | 1% |
| Annual Yield % from dividends | 1.02 | 0.79 | 130% |
| Returns for 1 year | 2.17 | 10.36 | 21% |
| Returns for 3 years | 5.23 | 14.38 | 36% |
| Returns for 5 years | 3.59 | 33.90 | 11% |
| Returns for 10 years | 36.60 | 72.67 | 50% |