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BGAIX vs NPFCX
BGAIX vs NPFCX Comparison
Open Charts BGAIX vs NPFCX
Baron Global Advantage Institutional
Price$42.81
Change+$0.46 (+1.09%)
VolumeN/A
Net Assets588.62M
American Funds New Perspective C
Price$62.87
Change+$0.39 (+0.62%)
VolumeN/A
Net Assets150.13B
BGAIX vs NPFCX Comparison Chart
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BGAIX vs. NPFCX commentary
Jun 07, 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 NPFCX is a Buy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 150B vs. BGAIX (589M). BGAIX (0.00) and NPFCX (0.00) have matching dividends . BGAIX was incepted earlier than NPFCX: BGAIX (13 years) vs NPFCX (24 years). NPFCX (1.48) is less costly to investors than BGAIX (0.96). NPFCX is a more actively managed with annual turnover of: 24.00 vs. BGAIX (8.00). 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 : 31.28 vs. NPFCX (8.21). NPFCX return over 5 years is better than : 38.17 vs. BGAIX (15.74).
| BGAIX | NPFCX | BGAIX / NPFCX | |
| Total Expense Ratio | 0.91 | 1.48 | 61% |
| Annual Report Gross Expense Ratio | 0.96 | 1.48 | 65% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 6.380 | 8.584 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 150B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 31.28 | 8.21 | 381% |
| Returns for 3 years | 37.99 | 26.06 | 146% |
| Returns for 5 years | 15.74 | 38.17 | 41% |
| Returns for 10 years | 182.14 | 69.10 | 264% |
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