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BGAIX vs RNPHX
BGAIX vs RNPHX Comparison
Open Charts BGAIX vs RNPHX
Baron Global Advantage Institutional
Price$34.59
Change-$1.35 (-3.76%)
VolumeN/A
Net Assets509.79M
American Funds New Perspective R5E
Price$56.80
Change-$1.25 (-2.15%)
VolumeN/A
Net Assets132.16B
BGAIX vs RNPHX Comparison Chart
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BGAIX vs. RNPHX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 132B vs. BGAIX (510M). RNPHX pays higher dividends than BGAIX: RNPHX (0.76) vs BGAIX (0.00). BGAIX was incepted earlier than RNPHX: BGAIX (13 years) vs RNPHX (9 years). BGAIX (0.95) is less costly to investors than RNPHX (0.56). RNPHX is a more actively managed with annual turnover of: 24.00 vs. BGAIX (2.03). 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 : 13.20 vs. RNPHX (-1.62). RNPHX return over 5 years is better than : 47.06 vs. BGAIX (29.51).
| BGAIX | RNPHX | BGAIX / RNPHX | |
| Total Expense Ratio | 0.91 | 0.56 | 163% |
| Annual Report Gross Expense Ratio | 0.95 | 0.56 | 170% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | -9.721 | -5.518 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 510M | 132B | 0% |
| Annual Yield % from dividends | 0.00 | 0.76 | - |
| Returns for 1 year | 13.20 | -1.62 | -817% |
| Returns for 3 years | -5.00 | 3.82 | -131% |
| Returns for 5 years | 29.51 | 47.06 | 63% |
| Returns for 10 years | 138.80 | N/A | - |
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