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BGAIX vs FNFPX
BGAIX vs FNFPX Comparison
Open Charts BGAIX vs FNFPX
Baron Global Advantage Institutional
Price$45.25
Change+$0.14 (+0.31%)
VolumeN/A
Net Assets623.42M
American Funds New Perspective 529-F-3
Price$70.21
Change+$0.44 (+0.63%)
VolumeN/A
Net Assets155.52B
BGAIX vs FNFPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 156B vs. BGAIX (623M). FNFPX pays higher dividends than BGAIX: FNFPX (0.74) vs BGAIX (0.00). BGAIX was incepted earlier than FNFPX: BGAIX (13 years) vs FNFPX (5 years). BGAIX (0.96) is less costly to investors than FNFPX (0.47). FNFPX is a more actively managed with annual turnover of: 24.00 vs. BGAIX (8.00). FNFPX has a lower initial minimum investment than BGAIX: FNFPX (250) vs BGAIX (1000000). BGAIX annual gain was more profitable for investors over the last year : 31.98 vs. FNFPX (11.99).
| BGAIX | FNFPX | BGAIX / FNFPX | |
| Total Expense Ratio | 0.91 | 0.47 | 194% |
| Annual Report Gross Expense Ratio | 0.96 | 0.47 | 204% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 13.313 | 13.407 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 623M | 156B | 0% |
| Annual Yield % from dividends | 0.00 | 0.74 | - |
| Returns for 1 year | 31.98 | 11.99 | 267% |
| Returns for 3 years | 57.89 | 49.02 | 118% |
| Returns for 5 years | 10.05 | N/A | - |
| Returns for 10 years | 189.57 | N/A | - |
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