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BGATX vs RNPAX
BGATX vs RNPAX Comparison
Open Charts BGATX vs RNPAX
Baillie Gifford Global Alpha Equities 2
Price$13.88
Change-$0.20 (-1.42%)
VolumeN/A
Net Assets650.98M
American Funds New Perspective R1
Price$49.82
Change-$0.46 (-0.91%)
VolumeN/A
Net Assets123.75B
BGATX vs RNPAX Comparison Chart
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BGATX vs. RNPAX 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 RNPAX is a Hold.
FUNDAMENTALS
Fundamentals
RNPAX has more cash in the bank: 124B vs. BGATX (651M). BGATX pays higher dividends than RNPAX: BGATX (1.46) vs RNPAX (0.00). BGATX was incepted earlier than RNPAX: BGATX (10 years) vs RNPAX (23 years). RNPAX (1.49) is less costly to investors than BGATX (0.65). RNPAX is a more actively managed with annual turnover of: 24.00 vs. BGATX (19.00). 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 : -10.70 vs. BGATX (-19.17). RNPAX return over 5 years is better than : 29.77 vs. BGATX (2.56).
| BGATX | RNPAX | BGATX / RNPAX | |
| Total Expense Ratio | 0.65 | 1.49 | 44% |
| Annual Report Gross Expense Ratio | 0.65 | 1.49 | 44% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -14.178 | -12.642 | 112% |
| 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 | 0.00 | - |
| Returns for 1 year | -19.17 | -10.70 | 179% |
| Returns for 3 years | -13.27 | -8.12 | 164% |
| Returns for 5 years | 2.56 | 29.77 | 9% |
| Returns for 10 years | 5.83 | 34.00 | 17% |
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