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BGATX vs RNPAX
BGATX vs RNPAX Comparison
Open Charts BGATX vs RNPAX
Baillie Gifford Global Alpha Equities 2
Price$17.02
Change-$0.35 (-2.01%)
VolumeN/A
Net Assets799.35M
American Funds New Perspective R1
Price$59.59
Change-$0.73 (-1.21%)
VolumeN/A
Net Assets147.51B
BGATX vs RNPAX Comparison Chart
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BGATX vs. RNPAX 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 RNPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNPAX has more cash in the bank: 148B vs. BGATX (799M). BGATX pays higher dividends than RNPAX: BGATX (1.02) vs RNPAX (0.47). BGATX was incepted earlier than RNPAX: BGATX (10 years) vs RNPAX (23 years). BGATX is a more actively managed with annual turnover of: 19.00 vs. RNPAX (17.00). RNPAX has a lower initial minimum investment than BGATX: RNPAX (250) vs BGATX (25000000). RNPAX annual gain was more profitable for investors over the last year : 9.20 vs. BGATX (2.17). RNPAX return over 5 years is better than : 28.23 vs. BGATX (3.59).
| BGATX | RNPAX | BGATX / RNPAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 5.250 | 4.489 | 117% |
| 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 | 0.47 | 219% |
| Returns for 1 year | 2.17 | 9.20 | 24% |
| Returns for 3 years | 5.23 | 11.73 | 45% |
| Returns for 5 years | 3.59 | 28.23 | 13% |
| Returns for 10 years | 36.60 | 63.34 | 58% |
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