Interact to see
Advertisement
Advertisement
BGAFX vs NPFCX
BGAFX vs NPFCX Comparison
Open Charts BGAFX vs NPFCX
Baron Global Advantage Retail
Price$44.23
Change+$0.22 (+0.50%)
VolumeN/A
Net Assets623.42M
American Funds New Perspective C
Price$66.11
Change+$0.05 (+0.08%)
VolumeN/A
Net Assets158.35B
BGAFX vs NPFCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BGAFX vs. NPFCX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 158B vs. BGAFX (623M). 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 : 40.19 vs. NPFCX (15.84). NPFCX return over 5 years is better than : 37.06 vs. BGAFX (10.11).
| 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 | 14.260 | 14.180 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 623M | 158B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 40.19 | 15.84 | 254% |
| Returns for 3 years | 57.96 | 41.93 | 138% |
| Returns for 5 years | 10.11 | 37.06 | 27% |
| Returns for 10 years | 196.25 | 77.15 | 254% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement