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BGAIX vs NPFCX
BGAIX vs NPFCX Comparison
Open Charts BGAIX vs NPFCX
Baron Global Advantage Institutional
Price$34.59
Change-$1.35 (-3.76%)
VolumeN/A
Net Assets509.79M
American Funds New Perspective C
Price$53.39
Change-$1.18 (-2.16%)
VolumeN/A
Net Assets132.16B
BGAIX vs NPFCX Comparison Chart
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BGAIX vs. NPFCX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 132B vs. BGAIX (510M). 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 (0.95). NPFCX is a more actively managed with annual turnover of: 24.00 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 : 13.20 vs. NPFCX (-2.76). NPFCX return over 5 years is better than : 40.55 vs. BGAIX (29.51).
| BGAIX | NPFCX | BGAIX / NPFCX | |
| Total Expense Ratio | 0.91 | 1.48 | 61% |
| Annual Report Gross Expense Ratio | 0.95 | 1.48 | 64% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | -9.721 | -5.751 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 510M | 132B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 13.20 | -2.76 | -478% |
| Returns for 3 years | -5.00 | 1.26 | -397% |
| Returns for 5 years | 29.51 | 40.55 | 73% |
| Returns for 10 years | 138.80 | 45.76 | 303% |
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