Interact to see
Advertisement
Advertisement
BGAFX vs FNFPX
BGAFX vs FNFPX Comparison
Open Charts BGAFX vs FNFPX
Baron Global Advantage Retail
Price$44.23
Change+$0.22 (+0.50%)
VolumeN/A
Net Assets623.42M
American Funds New Perspective 529-F-3
Price$71.10
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets158.35B
BGAFX vs FNFPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 158B vs. BGAFX (623M). FNFPX pays higher dividends than BGAFX: FNFPX (0.74) 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 : 40.19 vs. FNFPX (17.37).
| 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 | 14.260 | 14.844 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 623M | 158B | 0% |
| Annual Yield % from dividends | 0.00 | 0.74 | - |
| Returns for 1 year | 40.19 | 17.37 | 231% |
| Returns for 3 years | 57.96 | 47.42 | 122% |
| Returns for 5 years | 10.11 | N/A | - |
| Returns for 10 years | 196.25 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement