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BGAIX vs RNPFX
BGAIX vs RNPFX Comparison
Open Charts BGAIX vs RNPFX
Baron Global Advantage Institutional
Price$39.09
Change+$0.14 (+0.36%)
VolumeN/A
Net Assets540.63M
American Funds New Perspective R5
Price$63.52
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets142.07B
BGAIX vs RNPFX Comparison Chart
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BGAIX vs. RNPFX 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 RNPFX is a Buy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 142B vs. BGAIX (541M). RNPFX pays higher dividends than BGAIX: RNPFX (0.82) vs BGAIX (0.00). BGAIX was incepted earlier than RNPFX: BGAIX (13 years) vs RNPFX (23 years). BGAIX (0.95) is less costly to investors than RNPFX (0.46). RNPFX is a more actively managed with annual turnover of: 24.00 vs. BGAIX (8.00). RNPFX has a lower initial minimum investment than BGAIX: RNPFX (250) vs BGAIX (1000000). BGAIX annual gain was more profitable for investors over the last year : 24.92 vs. RNPFX (5.68). RNPFX return over 5 years is better than : 48.27 vs. BGAIX (18.35).
| BGAIX | RNPFX | BGAIX / RNPFX | |
| Total Expense Ratio | 0.91 | 0.46 | 198% |
| Annual Report Gross Expense Ratio | 0.95 | 0.46 | 207% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -2.160 | 2.386 | -91% |
| 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 | 0.82 | - |
| Returns for 1 year | 24.92 | 5.68 | 439% |
| Returns for 3 years | 36.95 | 28.41 | 130% |
| Returns for 5 years | 18.35 | 48.27 | 38% |
| Returns for 10 years | 159.14 | 66.66 | 239% |
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