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BGAIX vs RNPHX
BGAIX vs RNPHX Comparison
Open Charts BGAIX vs RNPHX
Baron Global Advantage Institutional
Price$44.41
Change+$0.65 (+1.49%)
VolumeN/A
Net Assets588.62M
American Funds New Perspective R5E
Price$69.46
Change+$0.38 (+0.55%)
VolumeN/A
Net Assets156.22B
BGAIX vs RNPHX Comparison Chart in %
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BGAIX vs. RNPHX commentary
Jul 07, 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 RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 156B vs. BGAIX (589M). RNPHX pays higher dividends than BGAIX: RNPHX (0.67) vs BGAIX (0.00). BGAIX was incepted earlier than RNPHX: BGAIX (13 years) vs RNPHX (10 years). BGAIX (0.96) is less costly to investors than RNPHX (0.56). RNPHX is a more actively managed with annual turnover of: 24.00 vs. BGAIX (8.00). RNPHX has a lower initial minimum investment than BGAIX: RNPHX (250) vs BGAIX (1000000). BGAIX annual gain was more profitable for investors over the last year : 29.21 vs. RNPHX (11.41). RNPHX return over 5 years is better than : 46.57 vs. BGAIX (10.01).
| BGAIX | RNPHX | BGAIX / RNPHX | |
| Total Expense Ratio | 0.91 | 0.56 | 163% |
| Annual Report Gross Expense Ratio | 0.96 | 0.56 | 171% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 11.555 | 13.053 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 156B | 0% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 29.21 | 11.41 | 256% |
| Returns for 3 years | 57.76 | 46.75 | 124% |
| Returns for 5 years | 10.01 | 46.57 | 21% |
| Returns for 10 years | 198.44 | N/A | - |
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