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BGLUX vs FFPNX
BGLUX vs FFPNX Comparison
Open Charts BGLUX vs FFPNX
Baron Global Advantage R6
Price$41.35
Change+$0.47 (+1.15%)
VolumeN/A
Net Assets540.63M
American Funds New Perspective 529-F-2
Price$65.92
Change+$0.07 (+0.11%)
VolumeN/A
Net Assets147.5B
BGLUX vs FFPNX Comparison Chart
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FUNDAMENTALS
Fundamentals
FFPNX has more cash in the bank: 148B vs. BGLUX (541M). FFPNX pays higher dividends than BGLUX: FFPNX (0.78) vs BGLUX (0.00). BGLUX was incepted earlier than FFPNX: BGLUX (9 years) vs FFPNX (5 years). BGLUX (0.96) is less costly to investors than FFPNX (0.51). FFPNX is a more actively managed with annual turnover of: 24.00 vs. BGLUX (8.00). FFPNX has a lower initial minimum investment than BGLUX: FFPNX (250) vs BGLUX (5000000). BGLUX annual gain was more profitable for investors over the last year : 27.83 vs. FFPNX (7.79).
| BGLUX | FFPNX | BGLUX / FFPNX | |
| Total Expense Ratio | 0.91 | 0.51 | 178% |
| Annual Report Gross Expense Ratio | 0.96 | 0.51 | 188% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 2.636 | 6.340 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 0.78 | - |
| Returns for 1 year | 27.83 | 7.79 | 357% |
| Returns for 3 years | 39.71 | 32.72 | 121% |
| Returns for 5 years | 17.81 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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