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BGAFX vs FNPFX
BGAFX vs FNPFX Comparison
Open Charts BGAFX vs FNPFX
Baron Global Opportunity Retail
Price$45.59
Change-$1.42 (-3.02%)
VolumeN/A
Net Assets652.08M
American Funds New Perspective F3
Price$74.25
Change-$1.24 (-1.64%)
VolumeN/A
Net Assets165.22B
BGAFX vs FNPFX Comparison Chart in %
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BGAFX vs. FNPFX commentary
Nov 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 Hold and FNPFX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 165B vs. BGAFX (652M). FNPFX pays higher dividends than BGAFX: FNPFX (0.73) 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 : 25.00 vs. FNPFX (15.05). FNPFX return over 5 years is better than : 35.52 vs. BGAFX (2.47).
| 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 | 21.449 | 21.562 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 652M | 165B | 0% |
| Annual Yield % from dividends | 0.00 | 0.73 | - |
| Returns for 1 year | 25.00 | 15.05 | 166% |
| Returns for 3 years | 68.32 | 51.95 | 132% |
| Returns for 5 years | 2.47 | 35.52 | 7% |
| Returns for 10 years | 245.68 | N/A | - |
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