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BGAIX vs FNFPX
BGAIX vs FNFPX Comparison
Open Charts BGAIX vs FNFPX
Baron Global Advantage Institutional
Price$34.59
Change-$1.35 (-3.76%)
VolumeN/A
Net Assets509.79M
American Funds New Perspective 529-F-3
Price$57.25
Change-$1.26 (-2.15%)
VolumeN/A
Net Assets132.16B
BGAIX vs FNFPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 132B vs. BGAIX (510M). FNFPX pays higher dividends than BGAIX: FNFPX (0.85) vs BGAIX (0.00). BGAIX was incepted earlier than FNFPX: BGAIX (13 years) vs FNFPX (4 years). BGAIX (0.95) is less costly to investors than FNFPX (0.47). FNFPX is a more actively managed with annual turnover of: 24.00 vs. BGAIX (2.03). 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 : 13.20 vs. FNFPX (-1.50).
| BGAIX | FNFPX | BGAIX / FNFPX | |
| Total Expense Ratio | 0.91 | 0.47 | 194% |
| Annual Report Gross Expense Ratio | 0.95 | 0.47 | 202% |
| Fund Existence | 13 years | 4 years | - |
| Gain YTD | -9.721 | -5.492 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 510M | 132B | 0% |
| Annual Yield % from dividends | 0.00 | 0.85 | - |
| Returns for 1 year | 13.20 | -1.50 | -882% |
| Returns for 3 years | -5.00 | 5.16 | -97% |
| Returns for 5 years | 29.51 | N/A | - |
| Returns for 10 years | 138.80 | N/A | - |
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