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BGAIX vs RNPHX
BGAIX vs RNPHX Comparison
Open Charts BGAIX vs RNPHX
Baron Global Advantage Institutional
Price$42.02
Change-$0.60 (-1.41%)
VolumeN/A
Net Assets588.62M
American Funds New Perspective R5E
Price$66.83
Change-$0.80 (-1.18%)
VolumeN/A
Net Assets150.58B
BGAIX vs RNPHX Comparison Chart
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BGAIX vs. RNPHX commentary
Jun 16, 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 Hold and RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 151B vs. BGAIX (589M). RNPHX pays higher dividends than BGAIX: RNPHX (0.70) 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 : 29.97 vs. RNPHX (9.06). RNPHX return over 5 years is better than : 48.85 vs. BGAIX (14.15).
| 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 | 5.551 | 8.773 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 0.70 | - |
| Returns for 1 year | 29.97 | 9.06 | 331% |
| Returns for 3 years | 58.45 | 43.45 | 135% |
| Returns for 5 years | 14.15 | 48.85 | 29% |
| Returns for 10 years | 175.73 | N/A | - |
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