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BGAIX vs NPFCX
BGAIX vs NPFCX Comparison
Open Charts BGAIX vs NPFCX
Baron Global Advantage Institutional
Price$45.42
Change+$0.11 (+0.24%)
VolumeN/A
Net Assets642.4M
American Funds New Perspective C
Price$66.69
Change+$0.31 (+0.47%)
VolumeN/A
Net Assets158.47B
BGAIX vs NPFCX Comparison Chart in %
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BGAIX vs. NPFCX commentary
Sep 06, 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: 158B vs. BGAIX (642M). 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 : 33.67 vs. NPFCX (13.45). NPFCX return over 5 years is better than : 29.27 vs. BGAIX (6.72).
| 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 | 14.092 | 14.646 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 158B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 33.67 | 13.45 | 250% |
| Returns for 3 years | 52.72 | 44.87 | 118% |
| Returns for 5 years | 6.72 | 29.27 | 23% |
| Returns for 10 years | 241.61 | 87.39 | 276% |
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