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BGAIX vs RNPEX
BGAIX vs RNPEX Comparison
Open Charts BGAIX vs RNPEX
Baron Global Advantage Institutional
Price$47.03
Change-$0.15 (-0.32%)
VolumeN/A
Net Assets663.85M
American Funds New Perspective R4
Price$72.15
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets162.63B
BGAIX vs RNPEX Comparison Chart in %
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BGAIX vs. RNPEX commentary
Sep 17, 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 RNPEX is a Buy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 163B vs. BGAIX (664M). RNPEX pays higher dividends than BGAIX: RNPEX (0.48) vs BGAIX (0.00). BGAIX was incepted earlier than RNPEX: BGAIX (13 years) vs RNPEX (23 years). BGAIX (0.96) is less costly to investors than RNPEX (0.76). RNPEX is a more actively managed with annual turnover of: 24.00 vs. BGAIX (8.00). 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 : 34.84 vs. RNPEX (15.02). RNPEX return over 5 years is better than : 38.51 vs. BGAIX (11.27).
| BGAIX | RNPEX | BGAIX / RNPEX | |
| Total Expense Ratio | 0.91 | 0.76 | 120% |
| Annual Report Gross Expense Ratio | 0.96 | 0.76 | 126% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 18.144 | 18.453 | 98% |
| 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 | 0.48 | - |
| Returns for 1 year | 34.84 | 15.02 | 232% |
| Returns for 3 years | 56.72 | 51.78 | 110% |
| Returns for 5 years | 11.27 | 38.51 | 29% |
| Returns for 10 years | 254.53 | 101.73 | 250% |
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