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BGAFX vs FNFPX
BGAFX vs FNFPX Comparison
Open Charts BGAFX vs FNFPX
Baron Global Advantage Retail
Price$34.92
Change+$3.21 (+10.12%)
VolumeN/A
Net Assets509.79M
American Funds New Perspective 529-F-3
Price$58.51
Change+$4.27 (+7.87%)
VolumeN/A
Net Assets122.54B
BGAFX vs FNFPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 123B vs. BGAFX (510M). FNFPX pays higher dividends than BGAFX: FNFPX (0.85) vs BGAFX (0.00). BGAFX was incepted earlier than FNFPX: BGAFX (13 years) vs FNFPX (4 years). BGAFX (1.21) is less costly to investors than FNFPX (0.47). FNFPX is a more actively managed with annual turnover of: 24.00 vs. BGAFX (2.03). FNFPX has a lower initial minimum investment than BGAFX: FNFPX (250) vs BGAFX (2000). BGAFX annual gain was more profitable for investors over the last year : 1.44 vs. FNFPX (-9.47).
| BGAFX | FNFPX | BGAFX / FNFPX | |
| Total Expense Ratio | 1.16 | 0.47 | 247% |
| Annual Report Gross Expense Ratio | 1.21 | 0.47 | 257% |
| Fund Existence | 13 years | 4 years | - |
| Gain YTD | -18.083 | -12.389 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 510M | 123B | 0% |
| Annual Yield % from dividends | 0.00 | 0.85 | - |
| Returns for 1 year | 1.44 | -9.47 | -15% |
| Returns for 3 years | -15.73 | -4.33 | 363% |
| Returns for 5 years | 16.11 | N/A | - |
| Returns for 10 years | 111.26 | N/A | - |
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