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BGLUX vs FNPFX
BGLUX vs FNPFX Comparison
Open Charts BGLUX vs FNPFX
Baron Global Advantage R6
Price$42.04
Change-$0.59 (-1.38%)
VolumeN/A
Net Assets588.62M
American Funds New Perspective F3
Price$67.59
Change-$0.81 (-1.18%)
VolumeN/A
Net Assets152.4B
BGLUX vs FNPFX Comparison Chart
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BGLUX vs. FNPFX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 152B vs. BGLUX (589M). FNPFX pays higher dividends than BGLUX: FNPFX (0.82) 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 : 28.88 vs. FNPFX (9.28). FNPFX return over 5 years is better than : 49.86 vs. BGLUX (14.15).
| 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 | 5.549 | 8.841 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 152B | 0% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | 28.88 | 9.28 | 311% |
| Returns for 3 years | 58.40 | 44.00 | 133% |
| Returns for 5 years | 14.15 | 49.86 | 28% |
| Returns for 10 years | N/A | N/A | - |
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