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BGAFX vs FFPNX
BGAFX vs FFPNX Comparison
Open Charts BGAFX vs FFPNX
Baron Global Opportunity Retail
Price$45.59
Change-$1.42 (-3.02%)
VolumeN/A
Net Assets652.08M
American Funds New Perspective 529-F-2
Price$74.05
Change-$1.24 (-1.65%)
VolumeN/A
Net Assets165.22B
BGAFX vs FFPNX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFPNX has more cash in the bank: 165B vs. BGAFX (652M). FFPNX pays higher dividends than BGAFX: FFPNX (0.65) vs BGAFX (0.00). BGAFX was incepted earlier than FFPNX: BGAFX (14 years) vs FFPNX (5 years). BGAFX (1.22) is less costly to investors than FFPNX (0.51). FFPNX is a more actively managed with annual turnover of: 24.00 vs. BGAFX (8.00). FFPNX has a lower initial minimum investment than BGAFX: FFPNX (250) vs BGAFX (2000). BGAFX annual gain was more profitable for investors over the last year : 19.98 vs. FFPNX (13.34). FFPNX return over 5 years is better than : 34.60 vs. BGAFX (-0.63).
| BGAFX | FFPNX | BGAFX / FFPNX | |
| Total Expense Ratio | 1.16 | 0.51 | 227% |
| Annual Report Gross Expense Ratio | 1.22 | 0.51 | 239% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 17.776 | 19.455 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 652M | 165B | 0% |
| Annual Yield % from dividends | 0.00 | 0.65 | - |
| Returns for 1 year | 19.98 | 13.34 | 150% |
| Returns for 3 years | 66.76 | 51.97 | 128% |
| Returns for 5 years | -0.63 | 34.60 | -2% |
| Returns for 10 years | 232.54 | N/A | - |
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