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BGAIX vs RNPEX
BGAIX vs RNPEX Comparison
Open Charts BGAIX vs RNPEX
Baron Global Advantage Institutional
Price$36.55
Change+$0.10 (+0.27%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R4
Price$64.71
Change+$0.25 (+0.39%)
VolumeN/A
CapitalizationN/A
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BGAIX vs RNPEX Comparison Chart
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BGAIX vs. RNPEX commentary
Oct 18, 2024
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 RNPEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 145B vs. BGAIX (561M). RNPEX pays higher dividends than BGAIX: RNPEX (0.83) vs BGAIX (0.00). BGAIX was incepted earlier than RNPEX: BGAIX (12 years) vs RNPEX (22 years). RNPEX is a more actively managed with annual turnover of: 17.00 vs. BGAIX (2.03). RNPEX has a lower initial minimum investment than BGAIX: RNPEX (250) vs BGAIX (1000000). BGAIX annual gain was more profitable for investors over the last year : 32.16 vs. RNPEX (23.43). RNPEX return over 5 years is better than : 47.41 vs. BGAIX (39.60).
| BGAIX | RNPEX | BGAIX / RNPEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 15.751 | 17.456 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 561M | 145B | 0% |
| Annual Yield % from dividends | 0.00 | 0.83 | - |
| Returns for 1 year | 32.16 | 23.43 | 137% |
| Returns for 3 years | -36.77 | -4.21 | 873% |
| Returns for 5 years | 39.60 | 47.41 | 84% |
| Returns for 10 years | 167.92 | 82.99 | 202% |
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