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BGAFX vs NPFCX
BGAFX vs NPFCX Comparison
Open Charts BGAFX vs NPFCX
Baron Global Advantage Retail
Price$41.39
Change-$0.25 (-0.60%)
VolumeN/A
Net Assets588.62M
American Funds New Perspective C
Price$63.47
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets152.06B
BGAFX vs NPFCX Comparison Chart
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BGAFX vs. NPFCX commentary
Jun 14, 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: 152B vs. BGAFX (589M). 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 (1.22). NPFCX is a more actively managed with annual turnover of: 24.00 vs. BGAFX (8.00). 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 : 30.12 vs. NPFCX (8.83). NPFCX return over 5 years is better than : 43.98 vs. BGAFX (15.00).
| BGAFX | NPFCX | BGAFX / NPFCX | |
| Total Expense Ratio | 1.16 | 1.48 | 78% |
| Annual Report Gross Expense Ratio | 1.22 | 1.48 | 82% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 7.569 | 9.620 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 152B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 30.12 | 8.83 | 341% |
| Returns for 3 years | 60.40 | 41.04 | 147% |
| Returns for 5 years | 15.00 | 43.98 | 34% |
| Returns for 10 years | 176.68 | 70.30 | 251% |
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