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BGAIX vs RNPHX
BGAIX vs RNPHX Comparison
Open Charts BGAIX vs RNPHX
Baron Global Advantage Institutional
Price$42.81
Change+$0.46 (+1.09%)
VolumeN/A
Net Assets588.62M
American Funds New Perspective R5E
Price$66.98
Change+$0.41 (+0.62%)
VolumeN/A
Net Assets150.13B
BGAIX vs RNPHX Comparison Chart
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BGAIX vs. RNPHX commentary
Jun 07, 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 RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 150B vs. BGAIX (589M). RNPHX pays higher dividends than BGAIX: RNPHX (0.70) vs BGAIX (0.00). BGAIX was incepted earlier than RNPHX: BGAIX (13 years) vs RNPHX (10 years). BGAIX (0.96) is less costly to investors than RNPHX (0.56). RNPHX is a more actively managed with annual turnover of: 24.00 vs. BGAIX (8.00). RNPHX has a lower initial minimum investment than BGAIX: RNPHX (250) vs BGAIX (1000000). BGAIX annual gain was more profitable for investors over the last year : 31.28 vs. RNPHX (9.48). RNPHX return over 5 years is better than : 44.59 vs. BGAIX (15.74).
| BGAIX | RNPHX | BGAIX / RNPHX | |
| Total Expense Ratio | 0.91 | 0.56 | 163% |
| Annual Report Gross Expense Ratio | 0.96 | 0.56 | 171% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 6.380 | 9.017 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 150B | 0% |
| Annual Yield % from dividends | 0.00 | 0.70 | - |
| Returns for 1 year | 31.28 | 9.48 | 330% |
| Returns for 3 years | 37.99 | 29.25 | 130% |
| Returns for 5 years | 15.74 | 44.59 | 35% |
| Returns for 10 years | 182.14 | N/A | - |
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