BGAFX
Price
$44.23
Change
+$0.22 (+0.50%)
Updated
Jul 25 closing price
Net Assets
623.42M
FNPFX
Price
$71.33
Change
+$0.05 (+0.07%)
Updated
Jul 25 closing price
Net Assets
158.35B
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BGAFX vs FNPFX

Header iconBGAFX vs FNPFX Comparison
Open Charts BGAFX vs FNPFXBanner chart's image
Baron Global Advantage Retail
Price$44.23
Change+$0.22 (+0.50%)
VolumeN/A
Net Assets623.42M
American Funds New Perspective F3
Price$71.33
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets158.35B
BGAFX vs FNPFX Comparison Chart in %
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BGAFX vs. FNPFX commentary
Jul 27, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BGAFX is a Hold and FNPFX is a Buy.

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FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 158B vs. BGAFX (623M). FNPFX pays higher dividends than BGAFX: FNPFX (0.79) vs BGAFX (0.00). BGAFX was incepted earlier than FNPFX: BGAFX (13 years) vs FNPFX (9 years). BGAFX (1.22) is less costly to investors than FNPFX (0.41). FNPFX is a more actively managed with annual turnover of: 24.00 vs. BGAFX (8.00). BGAFX has a lower initial minimum investment than FNPFX: BGAFX (2000) vs FNPFX (1000000). BGAFX annual gain was more profitable for investors over the last year : 40.19 vs. FNPFX (17.43). FNPFX return over 5 years is better than : 44.38 vs. BGAFX (10.11).
BGAFXFNPFXBGAFX / FNPFX
Total Expense Ratio1.160.41283%
Annual Report Gross Expense Ratio1.220.41298%
Fund Existence13 years9 years-
Gain YTD14.26014.86396%
Front LoadN/AN/A-
Min. Initial Investment200010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets623M158B0%
Annual Yield % from dividends0.000.79-
Returns for 1 year40.1917.43231%
Returns for 3 years57.9646.08126%
Returns for 5 years10.1144.3823%
Returns for 10 years196.25N/A-
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