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BGAIX vs FNPFX
BGAIX vs FNPFX Comparison
Open Charts BGAIX vs FNPFX
Baron Global Advantage Institutional
Price$45.25
Change+$0.14 (+0.31%)
VolumeN/A
Net Assets623.42M
American Funds New Perspective F3
Price$70.44
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets156.49B
BGAIX vs FNPFX Comparison Chart in %
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BGAIX vs. FNPFX commentary
Jul 19, 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 BGAIX is a Buy and FNPFX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 156B vs. BGAIX (623M). FNPFX pays higher dividends than BGAIX: FNPFX (0.79) vs BGAIX (0.00). BGAIX was incepted earlier than FNPFX: BGAIX (13 years) vs FNPFX (8 years). BGAIX (0.96) is less costly to investors than FNPFX (0.41). FNPFX is a more actively managed with annual turnover of: 24.00 vs. BGAIX (8.00). BGAIX (1000000) and FNPFX (1000000) have matching initial minimum investment requirements. BGAIX annual gain was more profitable for investors over the last year : 31.98 vs. FNPFX (12.06). FNPFX return over 5 years is better than : 42.55 vs. BGAIX (10.05).
| BGAIX | FNPFX | BGAIX / FNPFX | |
| Total Expense Ratio | 0.91 | 0.41 | 222% |
| Annual Report Gross Expense Ratio | 0.96 | 0.41 | 234% |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 13.313 | 13.430 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 623M | 156B | 0% |
| Annual Yield % from dividends | 0.00 | 0.79 | - |
| Returns for 1 year | 31.98 | 12.06 | 265% |
| Returns for 3 years | 57.89 | 47.66 | 121% |
| Returns for 5 years | 10.05 | 42.55 | 24% |
| Returns for 10 years | 189.57 | N/A | - |
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