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BGAFX vs FNPFX
BGAFX vs FNPFX Comparison
Open Charts BGAFX vs FNPFX
Baron Global Advantage Retail
Price$39.53
Change+$0.45 (+1.15%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective F3
Price$62.41
Change+$0.09 (+0.14%)
VolumeN/A
CapitalizationN/A
BGAFX vs FNPFX Comparison Chart
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BGAFX vs. FNPFX commentary
Dec 23, 2024
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.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 143B vs. BGAFX (596M). FNPFX pays higher dividends than BGAFX: FNPFX (1.11) vs BGAFX (0.00). BGAFX was incepted earlier than FNPFX: BGAFX (13 years) vs FNPFX (8 years). FNPFX is a more actively managed with annual turnover of: 17.00 vs. BGAFX (2.03). 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 : 29.01 vs. FNPFX (13.41). BGAFX (37.45) and FNPFX (36.37) have equivalent 5 years return.
| BGAFX | FNPFX | BGAFX / FNPFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 28.762 | 12.620 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 596M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | 29.01 | 13.41 | 216% |
| Returns for 3 years | -23.20 | -1.21 | 1,913% |
| Returns for 5 years | 37.45 | 36.37 | 103% |
| Returns for 10 years | 180.52 | N/A | - |
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