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BGAFX vs FNPFX
BGAFX vs FNPFX Comparison
Open Charts BGAFX vs FNPFX
Baron Global Opportunity Retail
Price$49.80
Change-$0.54 (-1.07%)
VolumeN/A
Net Assets717.07M
American Funds New Perspective F3
Price$74.81
Change-$0.66 (-0.87%)
VolumeN/A
Net Assets162.64B
BGAFX vs FNPFX Comparison Chart in %
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BGAFX vs. FNPFX commentary
Dec 14, 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 BGAFX is a Buy and FNPFX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 163B vs. BGAFX (717M). FNPFX pays higher dividends than BGAFX: FNPFX (0.74) vs BGAFX (0.00). BGAFX was incepted earlier than FNPFX: BGAFX (14 years) vs FNPFX (9 years). BGAFX (1.22) is less costly to investors than FNPFX (0.41). FNPFX is a more actively managed with annual turnover of: 24.00 vs. BGAFX (8.00). BGAFX has a lower initial minimum investment than FNPFX: BGAFX (2000) vs FNPFX (1000000). BGAFX annual gain was more profitable for investors over the last year : 22.99 vs. FNPFX (11.81). FNPFX return over 5 years is better than : 27.62 vs. BGAFX (1.82).
| BGAFX | FNPFX | BGAFX / FNPFX | |
| Total Expense Ratio | 1.16 | 0.41 | 283% |
| Annual Report Gross Expense Ratio | 1.22 | 0.41 | 298% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 30.041 | 21.530 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 717M | 163B | 0% |
| Annual Yield % from dividends | 0.00 | 0.74 | - |
| Returns for 1 year | 22.99 | 11.81 | 195% |
| Returns for 3 years | 92.50 | 50.60 | 183% |
| Returns for 5 years | 1.82 | 27.62 | 7% |
| Returns for 10 years | 270.14 | N/A | - |
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