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BGAFX vs FNPFX
BGAFX vs FNPFX Comparison
Open Charts BGAFX vs FNPFX
Baron Global Advantage Retail
Price$40.06
Change+$0.09 (+0.23%)
VolumeN/A
Net Assets589.1M
American Funds New Perspective F3
Price$65.06
Change+$0.38 (+0.59%)
VolumeN/A
Net Assets147.67B
BGAFX vs FNPFX Comparison Chart
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BGAFX vs. FNPFX commentary
Jan 24, 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 (589M). 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 : 28.07 vs. FNPFX (16.86). FNPFX return over 5 years is better than : 38.22 vs. BGAFX (33.44).
| 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 | 3.487 | 4.767 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | 28.07 | 16.86 | 167% |
| Returns for 3 years | -1.14 | 9.93 | -11% |
| Returns for 5 years | 33.44 | 38.22 | 88% |
| Returns for 10 years | 178.17 | N/A | - |