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BGAFX vs FFPNX
BGAFX vs FFPNX Comparison
Open Charts BGAFX vs FFPNX
Baron Global Advantage Retail
Price$42.54
Change+$0.28 (+0.66%)
VolumeN/A
Net Assets588.62M
American Funds New Perspective 529-F-2
Price$69.48
Change+$0.46 (+0.67%)
VolumeN/A
Net Assets153.97B
BGAFX vs FFPNX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFPNX has more cash in the bank: 154B vs. BGAFX (589M). FFPNX pays higher dividends than BGAFX: FFPNX (0.73) 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 : 29.26 vs. FFPNX (11.98).
| 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 | 9.894 | 12.083 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 0.73 | - |
| Returns for 1 year | 29.26 | 11.98 | 244% |
| Returns for 3 years | 52.91 | 46.08 | 115% |
| Returns for 5 years | 10.72 | N/A | - |
| Returns for 10 years | 183.79 | N/A | - |