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BGAIX vs FNPFX
BGAIX vs FNPFX Comparison
Open Charts BGAIX vs FNPFX
Baron Global Opportunity Institutional
Price$46.90
Change-$1.46 (-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
BGAIX vs FNPFX Comparison Chart in %
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BGAIX 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 BGAIX is a Hold and FNPFX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 165B vs. BGAIX (652M). FNPFX pays higher dividends than BGAIX: FNPFX (0.73) vs BGAIX (0.00). BGAIX was incepted earlier than FNPFX: BGAIX (14 years) vs FNPFX (9 years). BGAIX (0.96) is less costly to investors than FNPFX (0.41). FNPFX is a more actively managed with annual turnover of: 24.00 vs. BGAIX (8.00). BGAIX (1000000) and FNPFX (1000000) have matching initial minimum investment requirements. BGAIX annual gain was more profitable for investors over the last year : 25.06 vs. FNPFX (15.05). FNPFX return over 5 years is better than : 35.52 vs. BGAIX (3.60).
| BGAIX | FNPFX | BGAIX / FNPFX | |
| Total Expense Ratio | 0.91 | 0.41 | 222% |
| Annual Report Gross Expense Ratio | 0.96 | 0.41 | 234% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 21.482 | 21.562 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| 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 | 25.06 | 15.05 | 167% |
| Returns for 3 years | 69.22 | 51.95 | 133% |
| Returns for 5 years | 3.60 | 35.52 | 10% |
| Returns for 10 years | 253.52 | N/A | - |
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