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BGAIX vs FNPFX
BGAIX vs FNPFX Comparison
Open Charts BGAIX vs FNPFX
Baron Global Opportunity Institutional
Price$51.40
Change+$2.48 (+5.07%)
VolumeN/A
Net Assets762.69M
American Funds New Perspective F3
Price$71.77
Change-$2.68 (-3.60%)
VolumeN/A
Net Assets162.72B
BGAIX vs FNPFX Comparison Chart in %
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BGAIX vs. FNPFX 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 BGAIX is a Hold and FNPFX is a Hold.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 163B vs. BGAIX (763M). FNPFX pays higher dividends than BGAIX: FNPFX (1.29) vs BGAIX (0.19). BGAIX was incepted earlier than FNPFX: BGAIX (14 years) vs FNPFX (9 years). BGAIX (0.96) is less costly to investors than FNPFX (0.40). FNPFX is a more actively managed with annual turnover of: 23.00 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 : 23.68 vs. FNPFX (13.35). FNPFX return over 5 years is better than : 18.39 vs. BGAIX (-11.80).
| BGAIX | FNPFX | BGAIX / FNPFX | |
| Total Expense Ratio | 0.91 | 0.40 | 228% |
| Annual Report Gross Expense Ratio | 0.96 | 0.40 | 240% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 1.441 | 1.628 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 163B | 0% |
| Annual Yield % from dividends | 0.19 | 1.29 | 15% |
| Returns for 1 year | 23.68 | 13.35 | 177% |
| Returns for 3 years | 78.69 | 43.00 | 183% |
| Returns for 5 years | -11.80 | 18.39 | -64% |
| Returns for 10 years | 333.13 | N/A | - |
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