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BGATX vs RNPHX
BGATX vs RNPHX Comparison
Open Charts BGATX vs RNPHX
Baillie Gifford Global Alpha Equities 2
Price$18.13
Change+$0.14 (+0.78%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective R5E
Price$69.46
Change+$0.38 (+0.55%)
VolumeN/A
Net Assets156.22B
BGATX vs RNPHX Comparison Chart in %
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BGATX vs. RNPHX 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 RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 156B vs. BGATX (715M). BGATX pays higher dividends than RNPHX: BGATX (1.27) vs RNPHX (0.67). BGATX was incepted earlier than RNPHX: BGATX (11 years) vs RNPHX (10 years). BGATX (0.65) is less costly to investors than RNPHX (0.56). BGATX is a more actively managed with annual turnover of: 28.00 vs. RNPHX (24.00). RNPHX has a lower initial minimum investment than BGATX: RNPHX (250) vs BGATX (25000000). RNPHX annual gain was more profitable for investors over the last year : 11.41 vs. BGATX (5.38). RNPHX return over 5 years is better than : 46.57 vs. BGATX (8.18).
| BGATX | RNPHX | BGATX / RNPHX | |
| Total Expense Ratio | 0.65 | 0.56 | 116% |
| Annual Report Gross Expense Ratio | 0.65 | 0.56 | 116% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 12.133 | 13.053 | 93% |
| 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 | 156B | 0% |
| Annual Yield % from dividends | 1.27 | 0.67 | 190% |
| Returns for 1 year | 5.38 | 11.41 | 47% |
| Returns for 3 years | 35.06 | 46.75 | 75% |
| Returns for 5 years | 8.18 | 46.57 | 18% |
| Returns for 10 years | 38.47 | N/A | - |
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