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BGAIX vs FNPFX
BGAIX vs FNPFX Comparison
Open Charts BGAIX vs FNPFX
Baron Global Advantage Institutional
Price$37.65
Change-$0.85 (-2.21%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective F3
Price$64.73
Change-$0.93 (-1.42%)
VolumeN/A
CapitalizationN/A
BGAIX vs FNPFX Comparison Chart
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BGAIX vs. FNPFX commentary
Nov 18, 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 StrongSell and FNPFX is a StrongSell.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 142B vs. BGAIX (550M). FNPFX pays higher dividends than BGAIX: FNPFX (1.11) vs BGAIX (0.00). BGAIX was incepted earlier than FNPFX: BGAIX (13 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 : 31.05 vs. FNPFX (18.53). FNPFX return over 5 years is better than : 40.52 vs. BGAIX (36.12).
| BGAIX | FNPFX | BGAIX / FNPFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 19.562 | 15.796 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 550M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | 31.05 | 18.53 | 168% |
| Returns for 3 years | -40.71 | -9.40 | 433% |
| Returns for 5 years | 36.12 | 40.52 | 89% |
| Returns for 10 years | 158.73 | N/A | - |