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BGATX vs FNFPX
BGATX vs FNFPX Comparison
Open Charts BGATX vs FNFPX
Baillie Gifford Global Alpha Equities 2
Price$18.48
Change+$0.14 (+0.76%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective 529-F-3
Price$71.10
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets158.35B
BGATX vs FNFPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 158B vs. BGATX (715M). BGATX pays higher dividends than FNFPX: BGATX (1.27) vs FNFPX (0.74). BGATX was incepted earlier than FNFPX: BGATX (11 years) vs FNFPX (5 years). BGATX (0.65) is less costly to investors than FNFPX (0.47). BGATX is a more actively managed with annual turnover of: 28.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than BGATX: FNFPX (250) vs BGATX (25000000). FNFPX annual gain was more profitable for investors over the last year : 17.37 vs. BGATX (11.02).
| BGATX | FNFPX | BGATX / FNFPX | |
| Total Expense Ratio | 0.65 | 0.47 | 138% |
| Annual Report Gross Expense Ratio | 0.65 | 0.47 | 138% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 14.251 | 14.844 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 158B | 0% |
| Annual Yield % from dividends | 1.27 | 0.74 | 170% |
| Returns for 1 year | 11.02 | 17.37 | 63% |
| Returns for 3 years | 36.03 | 47.42 | 76% |
| Returns for 5 years | 5.97 | N/A | - |
| Returns for 10 years | 41.11 | N/A | - |
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