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BGAIX vs RNPHX
BGAIX vs RNPHX Comparison
Open Charts BGAIX vs RNPHX
Baron Global Advantage Institutional
Price$33.18
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds New Perspective R5E
Price$61.13
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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BGAIX vs RNPHX Comparison Chart
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BGAIX vs. RNPHX commentary
Sep 16, 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 StrongBuy and RNPHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 142B vs. BGAIX (564M). RNPHX pays higher dividends than BGAIX: RNPHX (1.00) vs BGAIX (0.00). BGAIX was incepted earlier than RNPHX: BGAIX (12 years) vs RNPHX (9 years). RNPHX is a more actively managed with annual turnover of: 17.00 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 : 18.78 vs. RNPHX (17.02). RNPHX return over 5 years is better than : 43.70 vs. BGAIX (31.38).
| BGAIX | RNPHX | BGAIX / RNPHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 10.892 | 14.817 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 564M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 1.00 | - |
| Returns for 1 year | 18.78 | 17.02 | 110% |
| Returns for 3 years | -38.96 | -6.68 | 584% |
| Returns for 5 years | 31.38 | 43.70 | 72% |
| Returns for 10 years | 141.29 | N/A | - |