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BGLUX vs FNPFX
BGLUX vs FNPFX Comparison
Open Charts BGLUX vs FNPFX
Baron Global Advantage R6
Price$41.35
Change+$0.47 (+1.15%)
VolumeN/A
Net Assets540.63M
American Funds New Perspective F3
Price$66.06
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets147.5B
BGLUX vs FNPFX Comparison Chart
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BGLUX vs. FNPFX commentary
May 23, 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 Buy and FNPFX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 148B vs. BGLUX (541M). FNPFX pays higher dividends than BGLUX: FNPFX (0.88) vs BGLUX (0.00). BGLUX was incepted earlier than FNPFX: BGLUX (9 years) vs FNPFX (8 years). BGLUX (0.96) is less costly to investors than FNPFX (0.41). FNPFX is a more actively managed with annual turnover of: 24.00 vs. BGLUX (8.00). 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 : 27.83 vs. FNPFX (7.90). FNPFX return over 5 years is better than : 52.18 vs. BGLUX (17.81).
| BGLUX | FNPFX | BGLUX / FNPFX | |
| Total Expense Ratio | 0.91 | 0.41 | 222% |
| Annual Report Gross Expense Ratio | 0.96 | 0.41 | 234% |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 2.636 | 6.377 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 0.88 | - |
| Returns for 1 year | 27.83 | 7.90 | 352% |
| Returns for 3 years | 39.71 | 31.64 | 125% |
| Returns for 5 years | 17.81 | 52.18 | 34% |
| Returns for 10 years | N/A | N/A | - |
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