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BGAIX vs NPFCX
BGAIX vs NPFCX Comparison
Open Charts BGAIX vs NPFCX
Baron Global Advantage Institutional
Price$40.75
Change+$0.19 (+0.47%)
VolumeN/A
Net Assets589.1M
American Funds New Perspective C
Price$59.08
Change+$0.38 (+0.65%)
VolumeN/A
Net Assets144.81B
BGAIX vs NPFCX Comparison Chart
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BGAIX vs. NPFCX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 145B vs. BGAIX (589M). 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 : 30.82 vs. NPFCX (14.21). BGAIX return over 5 years is better than : 31.83 vs. NPFCX (26.62).
| 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 | 2.361 | 2.038 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 145B | 0% |
| Annual Yield % from dividends | 0.00 | 0.20 | - |
| Returns for 1 year | 30.82 | 14.21 | 217% |
| Returns for 3 years | -6.34 | 0.17 | -3,791% |
| Returns for 5 years | 31.83 | 26.62 | 120% |
| Returns for 10 years | 192.03 | 68.69 | 280% |
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