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BGAFX vs FNPFX
BGAFX vs FNPFX Comparison
Open Charts BGAFX vs FNPFX
Baron Global Opportunity Retail
Price$49.59
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets755.66M
American Funds New Perspective F3
Price$72.19
Change-$0.45 (-0.62%)
VolumeN/A
Net Assets162.72B
BGAFX vs FNPFX Comparison Chart in %
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BGAFX vs. FNPFX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 163B vs. BGAFX (756M). FNPFX pays higher dividends than BGAFX: FNPFX (1.32) 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 : 28.40 vs. FNPFX (18.54). FNPFX return over 5 years is better than : 21.77 vs. BGAFX (-6.66).
| 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 | 0.507 | 2.223 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 756M | 163B | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | 28.40 | 18.54 | 153% |
| Returns for 3 years | 94.09 | 48.67 | 193% |
| Returns for 5 years | -6.66 | 21.77 | -31% |
| Returns for 10 years | 307.14 | N/A | - |
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