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BGLUX vs NPFCX
BGLUX vs NPFCX Comparison
Open Charts BGLUX vs NPFCX
Baron Global Advantage R6
Price$41.35
Change+$0.47 (+1.15%)
VolumeN/A
Net Assets540.63M
American Funds New Perspective C
Price$61.34
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets147.5B
BGLUX vs NPFCX Comparison Chart
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BGLUX vs. NPFCX 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 NPFCX is a Buy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 148B vs. BGLUX (541M). BGLUX (0.00) and NPFCX (0.00) have matching dividends . BGLUX was incepted earlier than NPFCX: BGLUX (9 years) vs NPFCX (24 years). NPFCX (1.48) is less costly to investors than BGLUX (0.96). NPFCX is a more actively managed with annual turnover of: 24.00 vs. BGLUX (8.00). NPFCX has a lower initial minimum investment than BGLUX: NPFCX (250) vs BGLUX (5000000). BGLUX annual gain was more profitable for investors over the last year : 27.83 vs. NPFCX (6.44). NPFCX return over 5 years is better than : 44.47 vs. BGLUX (17.81).
| BGLUX | NPFCX | BGLUX / NPFCX | |
| Total Expense Ratio | 0.91 | 1.48 | 61% |
| Annual Report Gross Expense Ratio | 0.96 | 1.48 | 65% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 2.636 | 5.941 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 27.83 | 6.44 | 432% |
| Returns for 3 years | 39.71 | 27.91 | 142% |
| Returns for 5 years | 17.81 | 44.47 | 40% |
| Returns for 10 years | N/A | 60.84 | - |
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