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BGAIX vs FNPFX
BGAIX vs FNPFX Comparison
Open Charts BGAIX vs FNPFX
Baron Global Opportunity Institutional
Price$50.93
Change-$0.51 (-0.99%)
VolumeN/A
Net Assets750.06M
American Funds New Perspective F3
Price$72.19
Change-$0.45 (-0.62%)
VolumeN/A
Net Assets162.72B
BGAIX vs FNPFX Comparison Chart in %
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BGAIX 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 BGAIX is a Hold and FNPFX is a Hold.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 163B vs. BGAIX (750M). FNPFX pays higher dividends than BGAIX: FNPFX (1.32) 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 (0.41). 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 : 28.47 vs. FNPFX (18.54). FNPFX return over 5 years is better than : 21.77 vs. BGAIX (-5.64).
| 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 | 0.513 | 2.223 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 750M | 163B | 0% |
| Annual Yield % from dividends | 0.19 | 1.32 | 15% |
| Returns for 1 year | 28.47 | 18.54 | 154% |
| Returns for 3 years | 95.14 | 48.67 | 195% |
| Returns for 5 years | -5.64 | 21.77 | -26% |
| Returns for 10 years | 316.56 | N/A | - |
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