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BGAFX vs FNPFX
BGAFX vs FNPFX Comparison
Open Charts BGAFX vs FNPFX
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.
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).
| BGAFX | FNPFX | BGAFX / FNPFX | |
| Total Expense Ratio | 1.16 | 0.41 | 283% |
| Annual Report Gross Expense Ratio | 1.22 | 0.41 | 298% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 14.260 | 14.863 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 623M | 158B | 0% |
| Annual Yield % from dividends | 0.00 | 0.79 | - |
| Returns for 1 year | 40.19 | 17.43 | 231% |
| Returns for 3 years | 57.96 | 46.08 | 126% |
| Returns for 5 years | 10.11 | 44.38 | 23% |
| Returns for 10 years | 196.25 | N/A | - |
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