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BGAFX vs RNPHX
BGAFX vs RNPHX Comparison
Open Charts BGAFX vs RNPHX
Baron Global Advantage Retail
Price$43.76
Change+$0.11 (+0.25%)
VolumeN/A
Net Assets642.4M
American Funds New Perspective R5E
Price$70.98
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
BGAFX vs RNPHX Comparison Chart in %
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BGAFX vs. RNPHX commentary
Aug 19, 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 Buy and RNPHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 159B vs. BGAFX (642M). RNPHX pays higher dividends than BGAFX: RNPHX (0.66) vs BGAFX (0.00). BGAFX was incepted earlier than RNPHX: BGAFX (13 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 : 29.31 vs. RNPHX (13.83). RNPHX return over 5 years is better than : 38.98 vs. BGAFX (5.85).
| BGAFX | RNPHX | BGAFX / RNPHX | |
| Total Expense Ratio | 1.16 | 0.56 | 207% |
| Annual Report Gross Expense Ratio | 1.22 | 0.56 | 218% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 13.046 | 15.527 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 159B | 0% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 29.31 | 13.83 | 212% |
| Returns for 3 years | 29.77 | 34.98 | 85% |
| Returns for 5 years | 5.85 | 38.98 | 15% |
| Returns for 10 years | 210.54 | N/A | - |
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