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BGAFX vs FNPFX
BGAFX vs FNPFX Comparison
Open Charts BGAFX vs FNPFX
Baron Global Advantage Retail
Price$43.13
Change+$0.63 (+1.48%)
VolumeN/A
Net Assets588.62M
American Funds New Perspective F3
Price$70.26
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
BGAFX vs FNPFX Comparison Chart in %
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BGAFX vs. FNPFX commentary
Jul 06, 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: 156B vs. BGAFX (589M). FNPFX pays higher dividends than BGAFX: FNPFX (0.79) 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 : 28.90 vs. FNPFX (11.63). FNPFX return over 5 years is better than : 47.56 vs. BGAFX (8.59).
| 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 | 11.418 | 13.140 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 156B | 0% |
| Annual Yield % from dividends | 0.00 | 0.79 | - |
| Returns for 1 year | 28.90 | 11.63 | 249% |
| Returns for 3 years | 56.49 | 47.32 | 119% |
| Returns for 5 years | 8.59 | 47.56 | 18% |
| Returns for 10 years | 191.22 | N/A | - |
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