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BGAFX vs FNFPX
BGAFX vs FNFPX Comparison
Open Charts BGAFX vs FNFPX
Baron Global Advantage Retail
Price$40.81
Change-$0.58 (-1.40%)
VolumeN/A
Net Assets588.62M
American Funds New Perspective 529-F-3
Price$67.37
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets150.58B
BGAFX vs FNFPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 151B vs. BGAFX (589M). FNFPX pays higher dividends than BGAFX: FNFPX (0.78) vs BGAFX (0.00). BGAFX was incepted earlier than FNFPX: BGAFX (13 years) vs FNFPX (5 years). BGAFX (1.22) is less costly to investors than FNFPX (0.47). FNFPX is a more actively managed with annual turnover of: 24.00 vs. BGAFX (8.00). FNFPX has a lower initial minimum investment than BGAFX: FNFPX (250) vs BGAFX (2000). BGAFX annual gain was more profitable for investors over the last year : 29.64 vs. FNFPX (9.21).
| BGAFX | FNFPX | BGAFX / FNFPX | |
| Total Expense Ratio | 1.16 | 0.47 | 247% |
| Annual Report Gross Expense Ratio | 1.22 | 0.47 | 260% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 5.425 | 8.819 | 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 | 0.78 | - |
| Returns for 1 year | 29.64 | 9.21 | 322% |
| Returns for 3 years | 57.20 | 45.33 | 126% |
| Returns for 5 years | 12.70 | N/A | - |
| Returns for 10 years | 169.03 | N/A | - |
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