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BGAFX vs FNFPX
BGAFX vs FNFPX Comparison
Open Charts BGAFX vs FNFPX
Baron Global Advantage Retail
Price$41.39
Change-$0.25 (-0.60%)
VolumeN/A
Net Assets588.62M
American Funds New Perspective 529-F-3
Price$68.18
Change+$0.17 (+0.25%)
VolumeN/A
Net Assets152.06B
BGAFX vs FNFPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 152B vs. BGAFX (589M). FNFPX pays higher dividends than BGAFX: FNFPX (0.78) vs BGAFX (0.00). BGAFX was incepted earlier than FNFPX: BGAFX (13 years) vs FNFPX (5 years). BGAFX (1.22) is less costly to investors than FNFPX (0.47). FNFPX is a more actively managed with annual turnover of: 24.00 vs. BGAFX (8.00). 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 : 30.12 vs. FNFPX (10.25).
| BGAFX | FNFPX | BGAFX / FNFPX | |
| Total Expense Ratio | 1.16 | 0.47 | 247% |
| Annual Report Gross Expense Ratio | 1.22 | 0.47 | 260% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 7.569 | 10.128 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 152B | 0% |
| Annual Yield % from dividends | 0.00 | 0.78 | - |
| Returns for 1 year | 30.12 | 10.25 | 294% |
| Returns for 3 years | 60.40 | 46.49 | 130% |
| Returns for 5 years | 15.00 | N/A | - |
| Returns for 10 years | 176.68 | N/A | - |
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