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BGAFX vs RNPHX
BGAFX vs RNPHX Comparison
Open Charts BGAFX vs RNPHX
Baron Global Advantage Retail
Price$34.92
Change+$3.21 (+10.12%)
VolumeN/A
Net Assets509.79M
American Funds New Perspective R5E
Price$58.05
Change+$4.24 (+7.88%)
VolumeN/A
Net Assets122.54B
BGAFX vs RNPHX Comparison Chart
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BGAFX vs. RNPHX commentary
Apr 11, 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.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 123B vs. BGAFX (510M). RNPHX pays higher dividends than BGAFX: RNPHX (0.76) vs BGAFX (0.00). BGAFX was incepted earlier than RNPHX: BGAFX (13 years) vs RNPHX (9 years). BGAFX (1.21) is less costly to investors than RNPHX (0.56). RNPHX is a more actively managed with annual turnover of: 24.00 vs. BGAFX (2.03). 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 : 1.44 vs. RNPHX (-9.59). RNPHX return over 5 years is better than : 36.32 vs. BGAFX (16.11).
| BGAFX | RNPHX | BGAFX / RNPHX | |
| Total Expense Ratio | 1.16 | 0.56 | 207% |
| Annual Report Gross Expense Ratio | 1.21 | 0.56 | 216% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | -18.083 | -12.419 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 510M | 123B | 0% |
| Annual Yield % from dividends | 0.00 | 0.76 | - |
| Returns for 1 year | 1.44 | -9.59 | -15% |
| Returns for 3 years | -15.73 | -5.57 | 282% |
| Returns for 5 years | 16.11 | 36.32 | 44% |
| Returns for 10 years | 111.26 | N/A | - |
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