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BGAFX vs RNPHX
BGAFX vs RNPHX Comparison
Open Charts BGAFX vs RNPHX
Baron Global Advantage Retail
Price$44.23
Change+$0.22 (+0.50%)
VolumeN/A
Net Assets623.42M
American Funds New Perspective R5E
Price$70.52
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets158.35B
BGAFX vs RNPHX Comparison Chart in %
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BGAFX vs. RNPHX 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 RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 158B vs. BGAFX (623M). RNPHX pays higher dividends than BGAFX: RNPHX (0.67) vs BGAFX (0.00). BGAFX was incepted earlier than RNPHX: BGAFX (13 years) vs RNPHX (10 years). BGAFX (1.22) is less costly to investors than RNPHX (0.56). RNPHX is a more actively managed with annual turnover of: 24.00 vs. BGAFX (8.00). RNPHX has a lower initial minimum investment than BGAFX: RNPHX (250) vs BGAFX (2000). BGAFX annual gain was more profitable for investors over the last year : 40.19 vs. RNPHX (17.23). RNPHX return over 5 years is better than : 43.40 vs. BGAFX (10.11).
| BGAFX | RNPHX | BGAFX / RNPHX | |
| Total Expense Ratio | 1.16 | 0.56 | 207% |
| Annual Report Gross Expense Ratio | 1.22 | 0.56 | 218% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 14.260 | 14.779 | 96% |
| 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 | 0.67 | - |
| Returns for 1 year | 40.19 | 17.23 | 233% |
| Returns for 3 years | 57.96 | 45.51 | 127% |
| Returns for 5 years | 10.11 | 43.40 | 23% |
| Returns for 10 years | 196.25 | N/A | - |
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