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BGAFX vs NPFCX
BGAFX vs NPFCX Comparison
Open Charts BGAFX vs NPFCX
Baron Global Advantage Retail
Price$38.57
Change+$0.31 (+0.81%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective C
Price$61.07
Change+$0.25 (+0.41%)
VolumeN/A
CapitalizationN/A
BGAFX vs NPFCX Comparison Chart
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BGAFX vs. NPFCX commentary
Nov 23, 2024
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 NPFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 144B vs. BGAFX (550M). NPFCX pays higher dividends than BGAFX: NPFCX (0.20) vs BGAFX (0.00). BGAFX was incepted earlier than NPFCX: BGAFX (13 years) vs NPFCX (24 years). NPFCX is a more actively managed with annual turnover of: 17.00 vs. BGAFX (2.03). NPFCX has a lower initial minimum investment than BGAFX: NPFCX (250) vs BGAFX (2000). BGAFX annual gain was more profitable for investors over the last year : 35.05 vs. NPFCX (17.29). BGAFX return over 5 years is better than : 39.85 vs. NPFCX (37.23).
| BGAFX | NPFCX | BGAFX / NPFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 25.635 | 16.590 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 550M | 144B | 0% |
| Annual Yield % from dividends | 0.00 | 0.20 | - |
| Returns for 1 year | 35.05 | 17.29 | 203% |
| Returns for 3 years | -29.49 | -8.86 | 333% |
| Returns for 5 years | 39.85 | 37.23 | 107% |
| Returns for 10 years | 162.55 | 60.60 | 268% |