Interact to see
Advertisement
Advertisement
BGAFX vs FFPNX
BGAFX vs FFPNX Comparison
Open Charts BGAFX vs FFPNX
Baron Global Advantage Retail
Price$40.81
Change-$0.58 (-1.40%)
VolumeN/A
Net Assets588.62M
American Funds New Perspective 529-F-2
Price$67.43
Change-$0.82 (-1.20%)
VolumeN/A
Net Assets150.58B
BGAFX vs FFPNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FFPNX has more cash in the bank: 151B vs. BGAFX (589M). FFPNX pays higher dividends than BGAFX: FFPNX (0.73) vs BGAFX (0.00). BGAFX was incepted earlier than FFPNX: BGAFX (13 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 : 29.64 vs. FFPNX (9.14).
| BGAFX | FFPNX | BGAFX / FFPNX | |
| Total Expense Ratio | 1.16 | 0.51 | 227% |
| Annual Report Gross Expense Ratio | 1.22 | 0.51 | 239% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 5.425 | 8.776 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 0.73 | - |
| Returns for 1 year | 29.64 | 9.14 | 324% |
| Returns for 3 years | 57.20 | 45.15 | 127% |
| Returns for 5 years | 12.70 | N/A | - |
| Returns for 10 years | 169.03 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement