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BGAIX vs RNPEX
BGAIX vs RNPEX Comparison
Open Charts BGAIX vs RNPEX
Baron Global Advantage Institutional
Price$44.09
Change+$0.29 (+0.66%)
VolumeN/A
Net Assets588.62M
American Funds New Perspective R4
Price$68.18
Change+$0.45 (+0.66%)
VolumeN/A
Net Assets154.98B
BGAIX vs RNPEX Comparison Chart in %
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BGAIX vs. RNPEX commentary
Jul 01, 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: 155B vs. BGAIX (589M). RNPEX pays higher dividends than BGAIX: RNPEX (0.51) 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 : 30.44 vs. RNPEX (11.61). RNPEX return over 5 years is better than : 50.54 vs. BGAIX (12.88).
| 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 | 10.751 | 11.936 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 0.51 | - |
| Returns for 1 year | 30.44 | 11.61 | 262% |
| Returns for 3 years | 55.14 | 43.64 | 126% |
| Returns for 5 years | 12.88 | 50.54 | 25% |
| Returns for 10 years | 192.57 | 83.37 | 231% |
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