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BGLUX vs FNPFX
BGLUX vs FNPFX Comparison
Open Charts BGLUX vs FNPFX
Baron Global Advantage R6
Price$42.18
Change-$1.38 (-3.17%)
VolumeN/A
Net Assets609.47M
American Funds New Perspective F3
Price$65.00
Change-$0.79 (-1.20%)
VolumeN/A
Net Assets147.51B
BGLUX vs FNPFX Comparison Chart
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BGLUX vs. FNPFX commentary
Feb 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 Hold and FNPFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 148B vs. BGLUX (609M). FNPFX pays higher dividends than BGLUX: FNPFX (1.11) vs BGLUX (0.00). BGLUX was incepted earlier than FNPFX: BGLUX (8 years) vs FNPFX (8 years). FNPFX is a more actively managed with annual turnover of: 17.00 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 : 25.57 vs. FNPFX (10.81). FNPFX return over 5 years is better than : 35.63 vs. BGLUX (26.97).
| BGLUX | FNPFX | BGLUX / FNPFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 5.900 | 4.670 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 609M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | 25.57 | 10.81 | 237% |
| Returns for 3 years | 7.22 | 15.29 | 47% |
| Returns for 5 years | 26.97 | 35.63 | 76% |
| Returns for 10 years | N/A | N/A | - |
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