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BGAIX vs FNPFX
BGAIX vs FNPFX Comparison
Open Charts BGAIX vs FNPFX
Baron Global Advantage Institutional
Price$34.59
Change-$1.35 (-3.76%)
VolumeN/A
Net Assets509.79M
American Funds New Perspective F3
Price$57.43
Change-$1.27 (-2.16%)
VolumeN/A
Net Assets132.16B
BGAIX vs FNPFX Comparison Chart
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BGAIX vs. FNPFX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 132B vs. BGAIX (510M). FNPFX pays higher dividends than BGAIX: FNPFX (0.90) vs BGAIX (0.00). BGAIX was incepted earlier than FNPFX: BGAIX (13 years) vs FNPFX (8 years). BGAIX (0.95) is less costly to investors than FNPFX (0.41). FNPFX is a more actively managed with annual turnover of: 24.00 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 : 13.20 vs. FNPFX (-1.43). FNPFX return over 5 years is better than : 48.07 vs. BGAIX (29.51).
| BGAIX | FNPFX | BGAIX / FNPFX | |
| Total Expense Ratio | 0.91 | 0.41 | 222% |
| Annual Report Gross Expense Ratio | 0.95 | 0.41 | 232% |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | -9.721 | -5.475 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 510M | 132B | 0% |
| Annual Yield % from dividends | 0.00 | 0.90 | - |
| Returns for 1 year | 13.20 | -1.43 | -924% |
| Returns for 3 years | -5.00 | 4.22 | -118% |
| Returns for 5 years | 29.51 | 48.07 | 61% |
| Returns for 10 years | 138.80 | N/A | - |