Interact to see
Advertisement
Advertisement
BGATX vs FNPFX
BGATX vs FNPFX Comparison
Open Charts BGATX vs FNPFX
Baillie Gifford Global Alpha Equities 2
Price$18.13
Change+$0.14 (+0.78%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective F3
Price$70.26
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
BGATX vs FNPFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BGATX vs. FNPFX commentary
Jul 06, 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 StrongBuy and FNPFX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 156B vs. BGATX (715M). BGATX pays higher dividends than FNPFX: BGATX (1.27) vs FNPFX (0.79). BGATX was incepted earlier than FNPFX: BGATX (11 years) vs FNPFX (8 years). BGATX (0.65) is less costly to investors than FNPFX (0.41). BGATX is a more actively managed with annual turnover of: 28.00 vs. FNPFX (24.00). FNPFX has a lower initial minimum investment than BGATX: FNPFX (1000000) vs BGATX (25000000). FNPFX annual gain was more profitable for investors over the last year : 11.63 vs. BGATX (5.38). FNPFX return over 5 years is better than : 47.56 vs. BGATX (8.18).
| BGATX | FNPFX | BGATX / FNPFX | |
| Total Expense Ratio | 0.65 | 0.41 | 159% |
| Annual Report Gross Expense Ratio | 0.65 | 0.41 | 159% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 12.133 | 13.140 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 1000000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 156B | 0% |
| Annual Yield % from dividends | 1.27 | 0.79 | 161% |
| Returns for 1 year | 5.38 | 11.63 | 46% |
| Returns for 3 years | 35.06 | 47.32 | 74% |
| Returns for 5 years | 8.18 | 47.56 | 17% |
| Returns for 10 years | 38.47 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement