Interact to see
Advertisement
Advertisement
BGAFX vs RNPHX
BGAFX vs RNPHX Comparison
Open Charts BGAFX vs RNPHX
Baron Global Opportunity Retail
Price$45.59
Change-$1.42 (-3.02%)
VolumeN/A
Net Assets652.08M
American Funds New Perspective R5E
Price$73.37
Change-$1.22 (-1.64%)
VolumeN/A
Net Assets165.22B
BGAFX vs RNPHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BGAFX vs. RNPHX commentary
Nov 14, 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 BGAFX is a Hold and RNPHX is a Hold.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 165B vs. BGAFX (652M). RNPHX pays higher dividends than BGAFX: RNPHX (0.62) vs BGAFX (0.00). BGAFX was incepted earlier than RNPHX: BGAFX (14 years) vs RNPHX (10 years). BGAFX (1.22) is less costly to investors than RNPHX (0.56). RNPHX is a more actively managed with annual turnover of: 24.00 vs. BGAFX (8.00). RNPHX has a lower initial minimum investment than BGAFX: RNPHX (250) vs BGAFX (2000). BGAFX annual gain was more profitable for investors over the last year : 19.98 vs. RNPHX (13.24). RNPHX return over 5 years is better than : 32.39 vs. BGAFX (-0.63).
| BGAFX | RNPHX | BGAFX / RNPHX | |
| Total Expense Ratio | 1.16 | 0.56 | 207% |
| Annual Report Gross Expense Ratio | 1.22 | 0.56 | 218% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 17.776 | 19.417 | 92% |
| 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 | 0.62 | - |
| Returns for 1 year | 19.98 | 13.24 | 151% |
| Returns for 3 years | 66.76 | 50.18 | 133% |
| Returns for 5 years | -0.63 | 32.39 | -2% |
| Returns for 10 years | 232.54 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BLTD | 25.81 | -0.15 | -0.58% |
| Bluemonte Long Term Bond ETF | |||
| BMAR | 51.83 | -0.44 | -0.84% |
| Innovator U.S. Equity Buffer ETF™ - Mar | |||
| SPHQ | 73.64 | -0.76 | -1.02% |
| Invesco S&P 500® Quality ETF | |||
| KOKU | 117.80 | -2.00 | -1.67% |
| Xtrackers MSCI Kokusai Equity ETF | |||
| RETL | 7.94 | -0.29 | -3.52% |
| Direxion Daily Retail Bull 3X ETF | |||