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BGAFX vs NPFCX
BGAFX vs NPFCX Comparison
Open Charts BGAFX vs NPFCX
Baron Global Opportunity Retail
Price$49.59
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets755.66M
American Funds New Perspective C
Price$66.95
Change-$0.41 (-0.61%)
VolumeN/A
Net Assets162.72B
BGAFX vs NPFCX Comparison Chart in %
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BGAFX vs. NPFCX 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 NPFCX is a Hold.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 163B vs. BGAFX (756M). NPFCX pays higher dividends than BGAFX: NPFCX (0.35) vs BGAFX (0.00). BGAFX was incepted earlier than NPFCX: BGAFX (14 years) vs NPFCX (25 years). NPFCX (1.48) is less costly to investors than BGAFX (1.22). NPFCX is a more actively managed with annual turnover of: 24.00 vs. BGAFX (8.00). NPFCX has a lower initial minimum investment than BGAFX: NPFCX (250) vs BGAFX (2000). BGAFX annual gain was more profitable for investors over the last year : 28.40 vs. NPFCX (16.81). NPFCX return over 5 years is better than : 14.93 vs. BGAFX (-6.66).
| BGAFX | NPFCX | BGAFX / NPFCX | |
| Total Expense Ratio | 1.16 | 1.48 | 78% |
| Annual Report Gross Expense Ratio | 1.22 | 1.48 | 82% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 0.507 | 2.198 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 756M | 163B | 0% |
| Annual Yield % from dividends | 0.00 | 0.35 | - |
| Returns for 1 year | 28.40 | 16.81 | 169% |
| Returns for 3 years | 94.09 | 42.54 | 221% |
| Returns for 5 years | -6.66 | 14.93 | -45% |
| Returns for 10 years | 307.14 | 114.03 | 269% |
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