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BGAFX vs FNFPX
BGAFX vs FNFPX Comparison
Open Charts BGAFX vs FNFPX
Baron Global Advantage Retail
Price$40.06
Change+$0.09 (+0.23%)
VolumeN/A
Net Assets589.1M
American Funds New Perspective 529-F-3
Price$64.86
Change+$0.38 (+0.59%)
VolumeN/A
Net Assets147.67B
BGAFX vs FNFPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 148B vs. BGAFX (589M). FNFPX pays higher dividends than BGAFX: FNFPX (1.06) vs BGAFX (0.00). BGAFX was incepted earlier than FNFPX: BGAFX (13 years) vs FNFPX (4 years). FNFPX is a more actively managed with annual turnover of: 17.00 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 : 28.07 vs. FNFPX (16.80).
| BGAFX | FNFPX | BGAFX / FNFPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 4 years | - |
| Gain YTD | 3.487 | 4.765 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.06 | - |
| Returns for 1 year | 28.07 | 16.80 | 167% |
| Returns for 3 years | -1.14 | 10.92 | -10% |
| Returns for 5 years | 33.44 | N/A | - |
| Returns for 10 years | 178.17 | N/A | - |