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BGATX vs FNPFX
BGATX vs FNPFX Comparison
Open Charts BGATX vs FNPFX
Baillie Gifford Global Alpha Equities 2
Price$19.03
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective F3
Price$75.47
Change+$0.25 (+0.33%)
VolumeN/A
Net Assets162.64B
BGATX vs FNPFX Comparison Chart in %
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BGATX vs. FNPFX commentary
Dec 13, 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 Buy and FNPFX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 163B vs. BGATX (715M). BGATX pays higher dividends than FNPFX: BGATX (1.22) vs FNPFX (0.74). BGATX was incepted earlier than FNPFX: BGATX (11 years) vs FNPFX (9 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 : 11.81 vs. BGATX (2.07). FNPFX return over 5 years is better than : 27.62 vs. BGATX (-9.70).
| 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 | 9 years | - |
| Gain YTD | 17.692 | 21.530 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 1000000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 163B | 0% |
| Annual Yield % from dividends | 1.22 | 0.74 | 166% |
| Returns for 1 year | 2.07 | 11.81 | 18% |
| Returns for 3 years | 34.85 | 50.60 | 69% |
| Returns for 5 years | -9.70 | 27.62 | -35% |
| Returns for 10 years | 52.56 | N/A | - |
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