BGAFX
Price
$43.13
Change
+$0.63 (+1.48%)
Updated
Jul 3 closing price
Net Assets
588.62M
RNPHX
Price
$69.46
Change
+$0.38 (+0.55%)
Updated
Jul 3 closing price
Net Assets
156.22B
Interact to see
Advertisement

BGAFX vs RNPHX

Header iconBGAFX vs RNPHX Comparison
Open Charts BGAFX vs RNPHXBanner chart's image
Baron Global Advantage Retail
Price$43.13
Change+$0.63 (+1.48%)
VolumeN/A
Net Assets588.62M
American Funds New Perspective R5E
Price$69.46
Change+$0.38 (+0.55%)
VolumeN/A
Net Assets156.22B
BGAFX vs RNPHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BGAFX vs. RNPHX commentary
Jul 06, 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 RNPHX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 156B vs. BGAFX (589M). 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 : 28.90 vs. RNPHX (11.41). RNPHX return over 5 years is better than : 46.57 vs. BGAFX (8.59).
BGAFXRNPHXBGAFX / RNPHX
Total Expense Ratio1.160.56207%
Annual Report Gross Expense Ratio1.220.56218%
Fund Existence13 years10 years-
Gain YTD11.41813.05387%
Front LoadN/AN/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets589M156B0%
Annual Yield % from dividends0.000.67-
Returns for 1 year28.9011.41253%
Returns for 3 years56.4946.75121%
Returns for 5 years8.5946.5718%
Returns for 10 years191.22N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
INCR1.560.08
+5.41%
Intercure Ltd
CRESY11.130.19
+1.74%
Cresud S.A.C.I.F. y A.
GBDC14.770.10
+0.68%
Golub Capital BDC
ATO152.280.77
+0.51%
Atmos Energy Corp
AEHL3.00-0.06
-2.01%
Antelope Enterprise Holdings Limited