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BGAIX vs FNPFX
BGAIX vs FNPFX Comparison
Open Charts BGAIX vs FNPFX
Baron Global Advantage Institutional
Price$44.99
Change+$0.12 (+0.27%)
VolumeN/A
Net Assets642.4M
American Funds New Perspective F3
Price$71.81
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
BGAIX vs FNPFX Comparison Chart in %
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BGAIX vs. FNPFX commentary
Aug 18, 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 BGAIX is a Buy and FNPFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 159B vs. BGAIX (642M). FNPFX pays higher dividends than BGAIX: FNPFX (0.78) vs BGAIX (0.00). BGAIX was incepted earlier than FNPFX: BGAIX (13 years) vs FNPFX (9 years). BGAIX (0.96) is less costly to investors than FNPFX (0.41). FNPFX is a more actively managed with annual turnover of: 24.00 vs. BGAIX (8.00). BGAIX (1000000) and FNPFX (1000000) have matching initial minimum investment requirements. BGAIX annual gain was more profitable for investors over the last year : 29.39 vs. FNPFX (14.06). FNPFX return over 5 years is better than : 39.95 vs. BGAIX (7.02).
| BGAIX | FNPFX | BGAIX / FNPFX | |
| Total Expense Ratio | 0.91 | 0.41 | 222% |
| Annual Report Gross Expense Ratio | 0.96 | 0.41 | 234% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 13.012 | 15.636 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 159B | 0% |
| Annual Yield % from dividends | 0.00 | 0.78 | - |
| Returns for 1 year | 29.39 | 14.06 | 209% |
| Returns for 3 years | 30.56 | 35.49 | 86% |
| Returns for 5 years | 7.02 | 39.95 | 18% |
| Returns for 10 years | 217.66 | N/A | - |
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