Ad is loading...
BGAFX vs NPFCX
BGAFX vs NPFCX Comparison
Open Charts BGAFX vs NPFCX
Baron Global Advantage Retail
Price$40.98
Change-$1.34 (-3.17%)
VolumeN/A
Net Assets609.47M
American Funds New Perspective C
Price$60.51
Change-$0.74 (-1.21%)
VolumeN/A
Net Assets147.51B
BGAFX vs NPFCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BGAFX vs. NPFCX commentary
Feb 23, 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 (609M). 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 : 25.24 vs. NPFCX (9.30). NPFCX return over 5 years is better than : 28.75 vs. BGAFX (25.36).
| 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 | 5.864 | 4.508 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 609M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 0.20 | - |
| Returns for 1 year | 25.24 | 9.30 | 271% |
| Returns for 3 years | 6.39 | 12.03 | 53% |
| Returns for 5 years | 25.36 | 28.75 | 88% |
| Returns for 10 years | 184.56 | 64.12 | 288% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RGBFX | 38.01 | -0.24 | -0.63% |
| American Funds Global Balanced R5 | |||
| NARCX | 55.50 | -0.52 | -0.93% |
| Voya Multi-Manager International Sm Cp C | |||
| BPLEX | 9.51 | -0.10 | -1.04% |
| Boston Partners Long/Short Equity Inv | |||
| ECTGX | 106.47 | -1.89 | -1.74% |
| Eaton Vance Tx-Mgd Growth 1.1 C | |||
| KLGNX | 47.67 | -1.16 | -2.38% |
| NYLI WMC Growth Investor Class | |||