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BGAIX vs NPFCX
BGAIX vs NPFCX Comparison
Open Charts BGAIX vs NPFCX
Baron Global Advantage Institutional
Price$40.24
Change-$1.73 (-4.12%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective C
Price$61.25
Change-$1.94 (-3.07%)
VolumeN/A
CapitalizationN/A
BGAIX vs NPFCX Comparison Chart
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BGAIX vs. NPFCX commentary
Dec 19, 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 Buy and NPFCX is a Buy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 149B vs. BGAIX (596M). 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 : 32.52 vs. NPFCX (22.22). BGAIX return over 5 years is better than : 44.52 vs. NPFCX (36.81).
| 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 | 33.280 | 20.638 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 596M | 149B | 0% |
| Annual Yield % from dividends | 0.00 | 0.20 | - |
| Returns for 1 year | 32.52 | 22.22 | 146% |
| Returns for 3 years | -18.06 | 5.32 | -340% |
| Returns for 5 years | 44.52 | 36.81 | 121% |
| Returns for 10 years | 196.33 | 68.07 | 288% |