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BGAIX vs FNPFX
BGAIX vs FNPFX Comparison
Open Charts BGAIX vs FNPFX
Baron Global Advantage Institutional
Price$33.18
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective F3
Price$61.81
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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BGAIX vs FNPFX Comparison Chart
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BGAIX vs. FNPFX commentary
Sep 16, 2024
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 BGAIX is a StrongBuy and FNPFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 142B vs. BGAIX (564M). FNPFX pays higher dividends than BGAIX: FNPFX (1.11) vs BGAIX (0.00). BGAIX was incepted earlier than FNPFX: BGAIX (12 years) vs FNPFX (8 years). FNPFX is a more actively managed with annual turnover of: 17.00 vs. BGAIX (2.03). BGAIX (1000000) and FNPFX (1000000) have matching initial minimum investment requirements. BGAIX annual gain was more profitable for investors over the last year : 18.78 vs. FNPFX (17.25). FNPFX return over 5 years is better than : 44.53 vs. BGAIX (31.38).
| BGAIX | FNPFX | BGAIX / FNPFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | 10.892 | 14.937 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 564M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | 18.78 | 17.25 | 109% |
| Returns for 3 years | -38.96 | -6.29 | 620% |
| Returns for 5 years | 31.38 | 44.53 | 70% |
| Returns for 10 years | 141.29 | N/A | - |
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