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BGAIX vs RNPEX
BGAIX vs RNPEX Comparison
Open Charts BGAIX vs RNPEX
Baron Global Advantage Institutional
Price$39.09
Change+$0.14 (+0.36%)
VolumeN/A
Net Assets540.63M
American Funds New Perspective R4
Price$62.30
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets142.07B
BGAIX vs RNPEX Comparison Chart
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BGAIX vs. RNPEX 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 RNPEX is a Buy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 142B vs. BGAIX (541M). RNPEX pays higher dividends than BGAIX: RNPEX (0.55) vs BGAIX (0.00). BGAIX was incepted earlier than RNPEX: BGAIX (13 years) vs RNPEX (23 years). BGAIX (0.95) 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 : 24.92 vs. RNPEX (5.27). RNPEX return over 5 years is better than : 46.39 vs. BGAIX (18.35).
| BGAIX | RNPEX | BGAIX / RNPEX | |
| Total Expense Ratio | 0.91 | 0.76 | 120% |
| Annual Report Gross Expense Ratio | 0.95 | 0.76 | 125% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -2.160 | 2.282 | -95% |
| 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 | 0.55 | - |
| Returns for 1 year | 24.92 | 5.27 | 473% |
| Returns for 3 years | 36.95 | 27.41 | 135% |
| Returns for 5 years | 18.35 | 46.39 | 40% |
| Returns for 10 years | 159.14 | 64.04 | 248% |
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