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BGAFX vs FNPFX
BGAFX vs FNPFX Comparison
Open Charts BGAFX vs FNPFX
Baron Global Advantage Retail
Price$40.98
Change-$1.34 (-3.17%)
VolumeN/A
Net Assets609.47M
American Funds New Perspective F3
Price$65.00
Change-$0.79 (-1.20%)
VolumeN/A
Net Assets147.51B
BGAFX vs FNPFX Comparison Chart
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BGAFX vs. FNPFX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 148B vs. BGAFX (609M). 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 : 25.24 vs. FNPFX (10.81). FNPFX return over 5 years is better than : 35.63 vs. BGAFX (25.36).
| 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 | 5.864 | 4.670 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 609M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | 25.24 | 10.81 | 234% |
| Returns for 3 years | 6.39 | 15.29 | 42% |
| Returns for 5 years | 25.36 | 35.63 | 71% |
| Returns for 10 years | 184.56 | N/A | - |
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