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BGAFX vs NPFCX
BGAFX vs NPFCX Comparison
Open Charts BGAFX vs NPFCX
Baron Global Advantage Retail
Price$34.92
Change+$3.21 (+10.12%)
VolumeN/A
Net Assets509.79M
American Funds New Perspective C
Price$54.57
Change+$3.98 (+7.87%)
VolumeN/A
Net Assets122.54B
BGAFX vs NPFCX Comparison Chart
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BGAFX vs. NPFCX commentary
Apr 11, 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 NPFCX is a Buy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 123B vs. BGAFX (510M). BGAFX (0.00) and NPFCX (0.00) have matching dividends . BGAFX was incepted earlier than NPFCX: BGAFX (13 years) vs NPFCX (24 years). NPFCX (1.48) is less costly to investors than BGAFX (1.21). NPFCX is a more actively managed with annual turnover of: 24.00 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 : 1.44 vs. NPFCX (-10.63). NPFCX return over 5 years is better than : 30.30 vs. BGAFX (16.11).
| BGAFX | NPFCX | BGAFX / NPFCX | |
| Total Expense Ratio | 1.16 | 1.48 | 78% |
| Annual Report Gross Expense Ratio | 1.21 | 1.48 | 82% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | -18.083 | -12.625 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 510M | 123B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.44 | -10.63 | -14% |
| Returns for 3 years | -15.73 | -7.88 | 200% |
| Returns for 5 years | 16.11 | 30.30 | 53% |
| Returns for 10 years | 111.26 | 34.66 | 321% |
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