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BGAFX vs FNFPX
BGAFX vs FNFPX Comparison
Open Charts BGAFX vs FNFPX
Baron Global Advantage Retail
Price$40.98
Change-$1.34 (-3.17%)
VolumeN/A
Net Assets609.47M
American Funds New Perspective 529-F-3
Price$64.80
Change-$0.79 (-1.20%)
VolumeN/A
Net Assets147.51B
BGAFX vs FNFPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 148B vs. BGAFX (609M). 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 : 25.24 vs. FNFPX (10.74).
| 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 | 5.864 | 4.668 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 609M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.06 | - |
| Returns for 1 year | 25.24 | 10.74 | 235% |
| Returns for 3 years | 6.39 | 16.36 | 39% |
| Returns for 5 years | 25.36 | N/A | - |
| Returns for 10 years | 184.56 | N/A | - |
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