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BGAFX vs NPFCX
BGAFX vs NPFCX Comparison
Open Charts BGAFX vs NPFCX
Baron Global Advantage Retail
Price$39.53
Change+$0.45 (+1.15%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective C
Price$58.21
Change+$0.09 (+0.15%)
VolumeN/A
CapitalizationN/A
BGAFX vs NPFCX Comparison Chart
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BGAFX vs. NPFCX commentary
Dec 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 Hold and NPFCX is a Buy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 143B vs. BGAFX (596M). 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 : 29.01 vs. NPFCX (11.88). BGAFX return over 5 years is better than : 37.45 vs. NPFCX (29.44).
| 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 | 28.762 | 11.130 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 596M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 0.20 | - |
| Returns for 1 year | 29.01 | 11.88 | 244% |
| Returns for 3 years | -23.20 | -4.00 | 579% |
| Returns for 5 years | 37.45 | 29.44 | 127% |
| Returns for 10 years | 180.52 | 54.86 | 329% |
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