Interact to see
Advertisement
Advertisement
BGAFX vs FNFPX
BGAFX vs FNFPX Comparison
Open Charts BGAFX vs FNFPX
Baron Global Advantage Retail
Price$43.13
Change+$0.63 (+1.48%)
VolumeN/A
Net Assets588.62M
American Funds New Perspective 529-F-3
Price$70.03
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
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: 156B vs. BGAFX (589M). 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 : 28.90 vs. FNFPX (11.56).
| 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 | 11.418 | 13.116 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 156B | 0% |
| Annual Yield % from dividends | 0.00 | 0.74 | - |
| Returns for 1 year | 28.90 | 11.56 | 250% |
| Returns for 3 years | 56.49 | 48.67 | 116% |
| Returns for 5 years | 8.59 | N/A | - |
| Returns for 10 years | 191.22 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement