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BGAFX vs FNPFX
BGAFX vs FNPFX Comparison
Open Charts BGAFX vs FNPFX
Baron Global Advantage Retail
Price$41.39
Change-$0.25 (-0.60%)
VolumeN/A
Net Assets588.62M
American Funds New Perspective F3
Price$68.40
Change+$0.17 (+0.25%)
VolumeN/A
Net Assets152.06B
BGAFX vs FNPFX Comparison Chart
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BGAFX vs. FNPFX commentary
Jun 14, 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 Buy and FNPFX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 152B vs. BGAFX (589M). FNPFX pays higher dividends than BGAFX: FNPFX (0.82) vs BGAFX (0.00). BGAFX was incepted earlier than FNPFX: BGAFX (13 years) vs FNPFX (8 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 : 30.12 vs. FNPFX (10.32). FNPFX return over 5 years is better than : 51.65 vs. BGAFX (15.00).
| 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 | 8 years | - |
| Gain YTD | 7.569 | 10.145 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 152B | 0% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | 30.12 | 10.32 | 292% |
| Returns for 3 years | 60.40 | 45.15 | 134% |
| Returns for 5 years | 15.00 | 51.65 | 29% |
| Returns for 10 years | 176.68 | N/A | - |
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