BGAIX
Price
$33.37
Change
-$0.17 (-0.51%)
Updated
Feb 28, 6:59 PM EST
RNPEX
Price
$57.87
Change
-$0.17 (-0.29%)
Updated
Feb 28, 6:59 PM EST
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BGAIX vs RNPEX ᐉ Comparison: Which is Better to Invest?

Header iconBGAIX vs RNPEX Comparison
Open Charts BGAIX vs RNPEXBanner chart's image
Baron Global Advantage Institutional
Price$33.37
Change-$0.17 (-0.51%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R4
Price$57.87
Change-$0.17 (-0.29%)
VolumeN/A
CapitalizationN/A
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BGAIX vs RNPEX Comparison Chart

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VS
BGAIX vs. RNPEX commentary
Feb 29, 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 Sell and RNPEX is a Buy.

FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 133B vs. BGAIX (656M). RNPEX pays higher dividends than BGAIX: RNPEX (0.89) vs BGAIX (0.00). BGAIX was incepted earlier than RNPEX: BGAIX (12 years) vs RNPEX (22 years). BGAIX (0.94) is less costly to investors than RNPEX (0.77). RNPEX is a more actively managed with annual turnover of: 17.00 vs. BGAIX (11.50). 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 : 25.01 vs. RNPEX (18.88). RNPEX return over 5 years is better than : 41.82 vs. BGAIX (38.08).
BGAIXRNPEXBGAIX / RNPEX
Total Expense Ratio0.910.77118%
Annual Report Gross Expense Ratio0.940.77122%
Fund Existence12 years22 years-
Gain YTD6.5105.758113%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRA1000000N/A-
Net Assets656M133B0%
Annual Yield % from dividends0.000.89-
Returns for 1 year25.0118.88132%
Returns for 3 years-40.46-1.822,229%
Returns for 5 years38.0841.8291%
Returns for 10 years142.2357.71246%
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