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BGAIX vs NPFCX
BGAIX vs NPFCX Comparison
Open Charts BGAIX vs NPFCX
Baron Global Advantage Institutional
Price$45.33
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets623.42M
American Funds New Perspective C
Price$66.06
Change-$0.18 (-0.27%)
VolumeN/A
Net Assets158.71B
BGAIX vs NPFCX Comparison Chart in %
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BGAIX vs. NPFCX commentary
Jul 26, 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 Hold and NPFCX is a Buy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 159B vs. BGAIX (623M). 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 : 40.37 vs. NPFCX (14.85). NPFCX return over 5 years is better than : 36.96 vs. BGAIX (10.95).
| 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 | 13.816 | 14.093 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 623M | 159B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 40.37 | 14.85 | 272% |
| Returns for 3 years | 52.56 | 40.00 | 131% |
| Returns for 5 years | 10.95 | 36.96 | 30% |
| Returns for 10 years | 201.26 | 78.79 | 255% |
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