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BGAIX vs RNPBX
BGAIX vs RNPBX Comparison
Open Charts BGAIX vs RNPBX
Baron Global Advantage Institutional
Price$39.09
Change+$0.14 (+0.36%)
VolumeN/A
Net Assets540.63M
American Funds New Perspective R2
Price$59.07
Change+$0.11 (+0.19%)
VolumeN/A
Net Assets142.07B
BGAIX vs RNPBX Comparison Chart
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BGAIX vs. RNPBX commentary
May 10, 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 RNPBX is a Buy.
FUNDAMENTALS
Fundamentals
RNPBX has more cash in the bank: 142B vs. BGAIX (541M). BGAIX (0.00) and RNPBX (0.00) have matching dividends . BGAIX was incepted earlier than RNPBX: BGAIX (13 years) vs RNPBX (23 years). RNPBX (1.50) is less costly to investors than BGAIX (0.95). RNPBX is a more actively managed with annual turnover of: 24.00 vs. BGAIX (8.00). RNPBX has a lower initial minimum investment than BGAIX: RNPBX (250) vs BGAIX (1000000). BGAIX annual gain was more profitable for investors over the last year : 24.92 vs. RNPBX (4.27). RNPBX return over 5 years is better than : 40.84 vs. BGAIX (18.35).
| BGAIX | RNPBX | BGAIX / RNPBX | |
| Total Expense Ratio | 0.91 | 1.50 | 61% |
| Annual Report Gross Expense Ratio | 0.95 | 1.50 | 63% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -2.160 | 2.021 | -107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 24.92 | 4.27 | 583% |
| Returns for 3 years | 36.95 | 24.83 | 149% |
| Returns for 5 years | 18.35 | 40.84 | 45% |
| Returns for 10 years | 159.14 | 56.42 | 282% |
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