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BGAIX vs NPFFX
BGAIX vs NPFFX Comparison
Open Charts BGAIX vs NPFFX
Baron Global Advantage Institutional
Price$44.25
Change+$0.16 (+0.36%)
VolumeN/A
Net Assets588.62M
American Funds New Perspective F1
Price$69.19
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets154.98B
BGAIX vs NPFFX Comparison Chart in %
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BGAIX vs. NPFFX commentary
Jul 02, 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: 155B vs. BGAIX (589M). NPFFX pays higher dividends than BGAIX: NPFFX (0.49) vs BGAIX (0.00). BGAIX was incepted earlier than NPFFX: BGAIX (13 years) vs NPFFX (24 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 : 30.75 vs. NPFFX (12.11). NPFFX return over 5 years is better than : 45.93 vs. BGAIX (10.45).
| 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 | 24 years | - |
| Gain YTD | 10.751 | 11.932 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | 30.75 | 12.11 | 254% |
| Returns for 3 years | 56.63 | 44.86 | 126% |
| Returns for 5 years | 10.45 | 45.93 | 23% |
| Returns for 10 years | 193.15 | 83.06 | 233% |
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