BGAIX
Price
$43.80
Change
+$0.29 (+0.67%)
Updated
Jun 26 closing price
Net Assets
588.62M
RNPHX
Price
$68.39
Change
+$0.62 (+0.91%)
Updated
Jun 26 closing price
Net Assets
152.59B
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BGAIX vs RNPHX

Header iconBGAIX vs RNPHX Comparison
Open Charts BGAIX vs RNPHXBanner chart's image
Baron Global Advantage Institutional
Price$43.80
Change+$0.29 (+0.67%)
VolumeN/A
Net Assets588.62M
American Funds New Perspective R5E
Price$68.39
Change+$0.62 (+0.91%)
VolumeN/A
Net Assets152.59B
BGAIX vs RNPHX Comparison Chart in %
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BGAIX vs. RNPHX commentary
Jun 28, 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.

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FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 153B 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 : 29.69 vs. RNPHX (11.10). RNPHX return over 5 years is better than : 50.69 vs. BGAIX (11.39).
BGAIXRNPHXBGAIX / RNPHX
Total Expense Ratio0.910.56163%
Annual Report Gross Expense Ratio0.960.56171%
Fund Existence13 years10 years-
Gain YTD9.29411.31282%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets589M153B0%
Annual Yield % from dividends0.000.70-
Returns for 1 year29.6911.10267%
Returns for 3 years46.9440.80115%
Returns for 5 years11.3950.6922%
Returns for 10 years191.41N/A-
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