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BGAFX vs NPFCX
BGAFX vs NPFCX Comparison
Open Charts BGAFX vs NPFCX
Baron Global Opportunity Retail
Price$50.03
Change+$2.46 (+5.17%)
VolumeN/A
Net Assets762.69M
American Funds New Perspective C
Price$66.51
Change-$2.33 (-3.38%)
VolumeN/A
Net Assets162.72B
BGAFX vs NPFCX Comparison Chart in %
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BGAFX vs. NPFCX commentary
Feb 04, 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 Buy and NPFCX is a Hold.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 163B vs. BGAFX (763M). NPFCX pays higher dividends than BGAFX: NPFCX (0.34) vs BGAFX (0.00). BGAFX was incepted earlier than NPFCX: BGAFX (14 years) vs NPFCX (25 years). NPFCX (1.47) is less costly to investors than BGAFX (1.22). NPFCX is a more actively managed with annual turnover of: 23.00 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 : 23.59 vs. NPFCX (11.67). NPFCX return over 5 years is better than : 11.69 vs. BGAFX (-12.78).
| BGAFX | NPFCX | BGAFX / NPFCX | |
| Total Expense Ratio | 1.16 | 1.47 | 79% |
| Annual Report Gross Expense Ratio | 1.22 | 1.47 | 83% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 1.398 | 1.526 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 163B | 0% |
| Annual Yield % from dividends | 0.00 | 0.34 | - |
| Returns for 1 year | 23.59 | 11.67 | 202% |
| Returns for 3 years | 77.66 | 37.05 | 210% |
| Returns for 5 years | -12.78 | 11.69 | -109% |
| Returns for 10 years | 323.62 | 114.67 | 282% |
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