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BGLUX vs FNPFX
BGLUX vs FNPFX Comparison
Open Charts BGLUX vs FNPFX
Baron Global Advantage R6
Price$37.43
Change+$1.05 (+2.89%)
VolumeN/A
Net Assets509.79M
American Funds New Perspective F3
Price$61.16
Change+$1.16 (+1.93%)
VolumeN/A
Net Assets134.95B
BGLUX vs FNPFX Comparison Chart
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BGLUX vs. FNPFX commentary
Apr 25, 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: 135B vs. BGLUX (510M). 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 : 14.85 vs. FNPFX (1.04). FNPFX return over 5 years is better than : 44.22 vs. BGLUX (18.14).
| 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 | -10.896 | -4.879 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 510M | 135B | 0% |
| Annual Yield % from dividends | 0.00 | 0.90 | - |
| Returns for 1 year | 14.85 | 1.04 | 1,424% |
| Returns for 3 years | 2.93 | 8.54 | 34% |
| Returns for 5 years | 18.14 | 44.22 | 41% |
| Returns for 10 years | N/A | N/A | - |
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