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BGAFX vs NPFFX
BGAFX vs NPFFX Comparison
Open Charts BGAFX vs NPFFX
Baron Global Advantage Retail
Price$38.57
Change+$0.31 (+0.81%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective F1
Price$65.08
Change+$0.27 (+0.42%)
VolumeN/A
CapitalizationN/A
BGAFX vs NPFFX Comparison Chart
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BGAFX vs. NPFFX commentary
Nov 23, 2024
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 NPFFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NPFFX has more cash in the bank: 144B vs. BGAFX (550M). NPFFX pays higher dividends than BGAFX: NPFFX (0.79) vs BGAFX (0.00). BGAFX was incepted earlier than NPFFX: BGAFX (13 years) vs NPFFX (24 years). NPFFX is a more actively managed with annual turnover of: 17.00 vs. BGAFX (2.03). NPFFX has a lower initial minimum investment than BGAFX: NPFFX (250) vs BGAFX (2000). BGAFX annual gain was more profitable for investors over the last year : 35.05 vs. NPFFX (18.41). NPFFX (41.54) and BGAFX (39.85) have equivalent 5 years return.
| BGAFX | NPFFX | BGAFX / NPFFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 25.635 | 17.325 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 550M | 144B | 0% |
| Annual Yield % from dividends | 0.00 | 0.79 | - |
| Returns for 1 year | 35.05 | 18.41 | 190% |
| Returns for 3 years | -29.49 | -6.87 | 429% |
| Returns for 5 years | 39.85 | 41.54 | 96% |
| Returns for 10 years | 162.55 | 68.77 | 236% |
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