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BGATX vs NPFFX
BGATX vs NPFFX Comparison
Open Charts BGATX vs NPFFX
Baillie Gifford Global Alpha Equities 2
Price$13.88
Change-$0.20 (-1.42%)
VolumeN/A
Net Assets650.98M
American Funds New Perspective F1
Price$53.92
Change-$0.50 (-0.92%)
VolumeN/A
Net Assets123.75B
BGATX vs NPFFX Comparison Chart
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BGATX vs. NPFFX 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 NPFFX is a Hold.
FUNDAMENTALS
Fundamentals
NPFFX has more cash in the bank: 124B vs. BGATX (651M). BGATX pays higher dividends than NPFFX: BGATX (1.46) vs NPFFX (0.53). BGATX was incepted earlier than NPFFX: BGATX (10 years) vs NPFFX (24 years). NPFFX (0.78) is less costly to investors than BGATX (0.65). NPFFX is a more actively managed with annual turnover of: 24.00 vs. BGATX (19.00). 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 : -9.76 vs. BGATX (-19.17). NPFFX return over 5 years is better than : 35.51 vs. BGATX (2.56).
| BGATX | NPFFX | BGATX / NPFFX | |
| Total Expense Ratio | 0.65 | 0.78 | 83% |
| Annual Report Gross Expense Ratio | 0.65 | 0.78 | 83% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -14.178 | -12.468 | 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 | 651M | 124B | 1% |
| Annual Yield % from dividends | 1.46 | 0.53 | 276% |
| Returns for 1 year | -19.17 | -9.76 | 196% |
| Returns for 3 years | -13.27 | -5.95 | 223% |
| Returns for 5 years | 2.56 | 35.51 | 7% |
| Returns for 10 years | 5.83 | 41.64 | 14% |
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