BGAIX
Price
$45.55
Change
+$0.22 (+0.49%)
Updated
Jul 25 closing price
Net Assets
623.42M
RNPHX
Price
$70.52
Change
+$0.06 (+0.09%)
Updated
Jul 25 closing price
Net Assets
158.35B
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BGAIX vs RNPHX

Header iconBGAIX vs RNPHX Comparison
Open Charts BGAIX vs RNPHXBanner chart's image
Baron Global Advantage Institutional
Price$45.55
Change+$0.22 (+0.49%)
VolumeN/A
Net Assets623.42M
American Funds New Perspective R5E
Price$70.52
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets158.35B
BGAIX vs RNPHX Comparison Chart in %
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BGAIX vs. RNPHX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 158B vs. BGAIX (623M). 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 : 40.54 vs. RNPHX (17.23). RNPHX return over 5 years is better than : 43.40 vs. BGAIX (11.53).
BGAIXRNPHXBGAIX / RNPHX
Total Expense Ratio0.910.56163%
Annual Report Gross Expense Ratio0.960.56171%
Fund Existence13 years10 years-
Gain YTD14.41814.77998%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets623M158B0%
Annual Yield % from dividends0.000.67-
Returns for 1 year40.5417.23235%
Returns for 3 years59.2145.51130%
Returns for 5 years11.5343.4027%
Returns for 10 years203.46N/A-
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