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BGAIX vs RNPCX
BGAIX vs RNPCX Comparison
Open Charts BGAIX vs RNPCX
Baron Global Advantage Institutional
Price$39.09
Change+$0.14 (+0.36%)
VolumeN/A
Net Assets540.63M
American Funds New Perspective R3
Price$61.38
Change+$0.12 (+0.20%)
VolumeN/A
Net Assets142.07B
BGAIX vs RNPCX Comparison Chart
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BGAIX vs. RNPCX 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 RNPCX is a Buy.
FUNDAMENTALS
Fundamentals
RNPCX has more cash in the bank: 142B vs. BGAIX (541M). RNPCX pays higher dividends than BGAIX: RNPCX (0.25) vs BGAIX (0.00). BGAIX was incepted earlier than RNPCX: BGAIX (13 years) vs RNPCX (23 years). RNPCX (1.06) is less costly to investors than BGAIX (0.95). RNPCX is a more actively managed with annual turnover of: 24.00 vs. BGAIX (8.00). RNPCX has a lower initial minimum investment than BGAIX: RNPCX (250) vs BGAIX (1000000). BGAIX annual gain was more profitable for investors over the last year : 24.92 vs. RNPCX (4.90). RNPCX return over 5 years is better than : 44.42 vs. BGAIX (18.35).
| BGAIX | RNPCX | BGAIX / RNPCX | |
| Total Expense Ratio | 0.91 | 1.06 | 86% |
| Annual Report Gross Expense Ratio | 0.95 | 1.06 | 90% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -2.160 | 2.181 | -99% |
| 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 | 0.25 | - |
| Returns for 1 year | 24.92 | 4.90 | 509% |
| Returns for 3 years | 36.95 | 26.48 | 140% |
| Returns for 5 years | 18.35 | 44.42 | 41% |
| Returns for 10 years | 159.14 | 61.60 | 258% |
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