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BGAIX vs NPFCX
BGAIX vs NPFCX Comparison
Open Charts BGAIX vs NPFCX
Baron Global Advantage Institutional
Price$37.65
Change-$0.85 (-2.21%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective C
Price$60.09
Change-$0.87 (-1.43%)
VolumeN/A
CapitalizationN/A
BGAIX vs NPFCX Comparison Chart
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BGAIX vs. NPFCX 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 NPFCX is a StrongSell.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 142B vs. BGAIX (550M). NPFCX pays higher dividends than BGAIX: NPFCX (0.20) vs BGAIX (0.00). BGAIX was incepted earlier than NPFCX: BGAIX (13 years) vs NPFCX (24 years). NPFCX is a more actively managed with annual turnover of: 17.00 vs. BGAIX (2.03). NPFCX has a lower initial minimum investment than BGAIX: NPFCX (250) vs BGAIX (1000000). BGAIX annual gain was more profitable for investors over the last year : 31.05 vs. NPFCX (16.91). BGAIX (36.12) and NPFCX (34.96) have equivalent 5 years return.
| BGAIX | NPFCX | BGAIX / NPFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 19.562 | 14.719 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 550M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 0.20 | - |
| Returns for 1 year | 31.05 | 16.91 | 184% |
| Returns for 3 years | -40.71 | -12.05 | 338% |
| Returns for 5 years | 36.12 | 34.96 | 103% |
| Returns for 10 years | 158.73 | 59.19 | 268% |
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