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BGAIX vs FNFPX
BGAIX vs FNFPX Comparison
Open Charts BGAIX vs FNFPX
Baron Global Advantage Institutional
Price$42.81
Change+$0.46 (+1.09%)
VolumeN/A
Net Assets588.62M
American Funds New Perspective 529-F-3
Price$67.52
Change+$0.41 (+0.61%)
VolumeN/A
Net Assets150.13B
BGAIX vs FNFPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 150B vs. BGAIX (589M). FNFPX pays higher dividends than BGAIX: FNFPX (0.78) 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 : 31.28 vs. FNFPX (9.63).
| 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 | 6.380 | 9.062 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 150B | 0% |
| Annual Yield % from dividends | 0.00 | 0.78 | - |
| Returns for 1 year | 31.28 | 9.63 | 325% |
| Returns for 3 years | 37.99 | 30.94 | 123% |
| Returns for 5 years | 15.74 | N/A | - |
| Returns for 10 years | 182.14 | N/A | - |
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