Interact to see
Advertisement
Advertisement
BGAIX vs NPFFX
BGAIX vs NPFFX Comparison
Open Charts BGAIX vs NPFFX
Baron Global Advantage Institutional
Price$47.13
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets663.85M
American Funds New Perspective F1
Price$72.76
Change-$0.20 (-0.27%)
VolumeN/A
Net Assets162.63B
BGAIX vs NPFFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BGAIX vs. NPFFX commentary
Sep 18, 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 NPFFX is a Buy.
FUNDAMENTALS
Fundamentals
NPFFX has more cash in the bank: 163B vs. BGAIX (664M). NPFFX pays higher dividends than BGAIX: NPFFX (0.45) vs BGAIX (0.00). BGAIX was incepted earlier than NPFFX: BGAIX (13 years) vs NPFFX (25 years). BGAIX (0.96) is less costly to investors than NPFFX (0.78). NPFFX is a more actively managed with annual turnover of: 24.00 vs. BGAIX (8.00). NPFFX has a lower initial minimum investment than BGAIX: NPFFX (250) vs BGAIX (1000000). BGAIX annual gain was more profitable for investors over the last year : 35.46 vs. NPFFX (14.72). NPFFX return over 5 years is better than : 39.00 vs. BGAIX (11.15).
| BGAIX | NPFFX | BGAIX / NPFFX | |
| Total Expense Ratio | 0.91 | 0.78 | 117% |
| Annual Report Gross Expense Ratio | 0.96 | 0.78 | 123% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 18.377 | 18.117 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 664M | 163B | 0% |
| Annual Yield % from dividends | 0.00 | 0.45 | - |
| Returns for 1 year | 35.46 | 14.72 | 241% |
| Returns for 3 years | 57.03 | 51.51 | 111% |
| Returns for 5 years | 11.15 | 39.00 | 29% |
| Returns for 10 years | 255.24 | 101.88 | 251% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement