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BGAIX vs FNPFX
BGAIX vs FNPFX Comparison
Open Charts BGAIX vs FNPFX
Baron Global Advantage Institutional
Price$42.16
Change+$0.42 (+1.01%)
VolumeN/A
Net Assets589.1M
American Funds New Perspective F3
Price$65.05
Change+$0.48 (+0.74%)
VolumeN/A
Net Assets146.98B
BGAIX vs FNPFX Comparison Chart
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BGAIX vs. FNPFX commentary
Jan 31, 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 StrongBuy and FNPFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 147B vs. BGAIX (589M). 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 : 33.18 vs. FNPFX (16.88). FNPFX return over 5 years is better than : 41.27 vs. BGAIX (35.08).
| 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 | 4.848 | 4.750 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 147B | 0% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | 33.18 | 16.88 | 197% |
| Returns for 3 years | -2.29 | 8.50 | -27% |
| Returns for 5 years | 35.08 | 41.27 | 85% |
| Returns for 10 years | 195.33 | N/A | - |
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