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BGATX vs FNPFX
BGATX vs FNPFX Comparison
Open Charts BGATX vs FNPFX
Baillie Gifford Global Alpha Equities 2
Price$18.48
Change+$0.14 (+0.76%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective F3
Price$71.33
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets158.35B
BGATX vs FNPFX Comparison Chart in %
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BGATX vs. FNPFX commentary
Jul 28, 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: 158B 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 (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 : 17.43 vs. BGATX (11.02). FNPFX return over 5 years is better than : 44.38 vs. BGATX (5.97).
| 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 | 14.251 | 14.863 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 1000000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 158B | 0% |
| Annual Yield % from dividends | 1.27 | 0.79 | 161% |
| Returns for 1 year | 11.02 | 17.43 | 63% |
| Returns for 3 years | 36.03 | 46.08 | 78% |
| Returns for 5 years | 5.97 | 44.38 | 13% |
| Returns for 10 years | 41.11 | N/A | - |
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