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BGLTX vs FNPFX
BGLTX vs FNPFX Comparison
Open Charts BGLTX vs FNPFX
Baillie Gifford Long Term Global Gr 2
Price$30.08
Change-$1.90 (-5.94%)
VolumeN/A
Net Assets828.56M
American Funds New Perspective F3
Price$59.20
Change-$2.45 (-3.97%)
VolumeN/A
Net Assets139.04B
BGLTX vs FNPFX Comparison Chart
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BGLTX vs. FNPFX commentary
Apr 04, 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 BGLTX is a Hold and FNPFX is a Hold.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 139B vs. BGLTX (829M). FNPFX pays higher dividends than BGLTX: FNPFX (0.90) vs BGLTX (0.00). BGLTX was incepted earlier than FNPFX: BGLTX (11 years) vs FNPFX (8 years). BGLTX (0.71) is less costly to investors than FNPFX (0.41). FNPFX is a more actively managed with annual turnover of: 24.00 vs. BGLTX (17.00). FNPFX has a lower initial minimum investment than BGLTX: FNPFX (1000000) vs BGLTX (25000000). BGLTX annual gain was more profitable for investors over the last year : 10.07 vs. FNPFX (2.70). FNPFX return over 5 years is better than : 70.87 vs. BGLTX (67.20).
| BGLTX | FNPFX | BGLTX / FNPFX | |
| Total Expense Ratio | 0.71 | 0.41 | 173% |
| Annual Report Gross Expense Ratio | 0.71 | 0.41 | 173% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | -3.720 | -0.725 | 513% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 1000000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 829M | 139B | 1% |
| Annual Yield % from dividends | 0.00 | 0.90 | - |
| Returns for 1 year | 10.07 | 2.70 | 372% |
| Returns for 3 years | 3.82 | 3.22 | 119% |
| Returns for 5 years | 67.20 | 70.87 | 95% |
| Returns for 10 years | 190.53 | N/A | - |
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