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BGAIX vs RNPHX
BGAIX vs RNPHX Comparison
Open Charts BGAIX vs RNPHX
Baron Global Advantage Institutional
Price$44.99
Change+$0.12 (+0.27%)
VolumeN/A
Net Assets642.4M
American Funds New Perspective R5E
Price$70.98
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
BGAIX vs RNPHX Comparison Chart in %
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BGAIX vs. RNPHX 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 RNPHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 159B vs. BGAIX (642M). RNPHX pays higher dividends than BGAIX: RNPHX (0.66) 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 : 29.39 vs. RNPHX (13.83). RNPHX return over 5 years is better than : 38.98 vs. BGAIX (7.02).
| 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 | 13.012 | 15.527 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| 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 | 29.39 | 13.83 | 213% |
| Returns for 3 years | 30.56 | 34.98 | 87% |
| Returns for 5 years | 7.02 | 38.98 | 18% |
| Returns for 10 years | 217.66 | N/A | - |
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