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BGAFX vs NPFCX
BGAFX vs NPFCX Comparison
Open Charts BGAFX vs NPFCX
Baron Global Advantage Retail
Price$40.06
Change+$0.09 (+0.23%)
VolumeN/A
Net Assets589.1M
American Funds New Perspective C
Price$60.62
Change+$0.36 (+0.60%)
VolumeN/A
Net Assets147.67B
BGAFX vs NPFCX Comparison Chart
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BGAFX vs. NPFCX 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 NPFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 148B vs. BGAFX (589M). 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 : 28.07 vs. NPFCX (15.29). BGAFX return over 5 years is better than : 33.44 vs. NPFCX (31.21).
| 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 | 3.487 | 4.698 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 0.20 | - |
| Returns for 1 year | 28.07 | 15.29 | 184% |
| Returns for 3 years | -1.14 | 6.81 | -17% |
| Returns for 5 years | 33.44 | 31.21 | 107% |
| Returns for 10 years | 178.17 | 69.79 | 255% |
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