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BGLUX vs FNPFX
BGLUX vs FNPFX Comparison
Open Charts BGLUX vs FNPFX
Baron Global Advantage R6
Price$34.77
Change-$2.12 (-5.75%)
VolumeN/A
Net Assets579.81M
American Funds New Perspective F3
Price$59.20
Change-$2.45 (-3.97%)
VolumeN/A
Net Assets139.04B
BGLUX vs FNPFX Comparison Chart
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BGLUX vs. FNPFX commentary
Apr 04, 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 BGLUX is a Hold and FNPFX is a Hold.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 139B vs. BGLUX (580M). FNPFX pays higher dividends than BGLUX: FNPFX (0.90) vs BGLUX (0.00). BGLUX was incepted earlier than FNPFX: BGLUX (9 years) vs FNPFX (8 years). BGLUX (0.95) is less costly to investors than FNPFX (0.41). FNPFX is a more actively managed with annual turnover of: 24.00 vs. BGLUX (2.03). FNPFX has a lower initial minimum investment than BGLUX: FNPFX (1000000) vs BGLUX (5000000). BGLUX annual gain was more profitable for investors over the last year : 14.67 vs. FNPFX (2.70). FNPFX return over 5 years is better than : 70.87 vs. BGLUX (44.67).
| BGLUX | FNPFX | BGLUX / FNPFX | |
| Total Expense Ratio | 0.91 | 0.41 | 222% |
| Annual Report Gross Expense Ratio | 0.95 | 0.41 | 232% |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | -7.381 | -0.725 | 1,019% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 580M | 139B | 0% |
| Annual Yield % from dividends | 0.00 | 0.90 | - |
| Returns for 1 year | 14.67 | 2.70 | 542% |
| Returns for 3 years | -12.56 | 3.22 | -391% |
| Returns for 5 years | 44.67 | 70.87 | 63% |
| Returns for 10 years | N/A | N/A | - |
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