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BGAFX vs FFPNX
BGAFX vs FFPNX Comparison
Open Charts BGAFX vs FFPNX
Baron Global Advantage Retail
Price$44.23
Change+$0.22 (+0.50%)
VolumeN/A
Net Assets623.42M
American Funds New Perspective 529-F-2
Price$71.16
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets158.35B
BGAFX vs FFPNX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFPNX has more cash in the bank: 158B vs. BGAFX (623M). FFPNX pays higher dividends than BGAFX: FFPNX (0.70) vs BGAFX (0.00). BGAFX was incepted earlier than FFPNX: BGAFX (13 years) vs FFPNX (5 years). BGAFX (1.22) is less costly to investors than FFPNX (0.51). FFPNX is a more actively managed with annual turnover of: 24.00 vs. BGAFX (8.00). FFPNX has a lower initial minimum investment than BGAFX: FFPNX (250) vs BGAFX (2000). BGAFX annual gain was more profitable for investors over the last year : 40.19 vs. FFPNX (17.31).
| BGAFX | FFPNX | BGAFX / FFPNX | |
| Total Expense Ratio | 1.16 | 0.51 | 227% |
| Annual Report Gross Expense Ratio | 1.22 | 0.51 | 239% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 14.260 | 14.793 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 623M | 158B | 0% |
| Annual Yield % from dividends | 0.00 | 0.70 | - |
| Returns for 1 year | 40.19 | 17.31 | 232% |
| Returns for 3 years | 57.96 | 47.27 | 123% |
| Returns for 5 years | 10.11 | N/A | - |
| Returns for 10 years | 196.25 | N/A | - |
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