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BGATX vs RNPAX
BGATX vs RNPAX Comparison
Open Charts BGATX vs RNPAX
Baillie Gifford Global Alpha Equities 2
Price$16.58
Change+$0.16 (+0.97%)
VolumeN/A
Net Assets758.72M
American Funds New Perspective R1
Price$58.19
Change+$0.38 (+0.66%)
VolumeN/A
Net Assets144.81B
BGATX vs RNPAX Comparison Chart
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BGATX vs. RNPAX commentary
Jan 19, 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: 145B vs. BGATX (759M). 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 : 14.12 vs. BGATX (7.41). RNPAX return over 5 years is better than : 26.11 vs. BGATX (1.07).
| 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 | 2.500 | 2.034 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 759M | 145B | 1% |
| Annual Yield % from dividends | 1.02 | 0.47 | 219% |
| Returns for 1 year | 7.41 | 14.12 | 53% |
| Returns for 3 years | -6.71 | -0.09 | 7,768% |
| Returns for 5 years | 1.07 | 26.11 | 4% |
| Returns for 10 years | 31.42 | 67.88 | 46% |
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