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BGAIX vs NPFCX
BGAIX vs NPFCX Comparison
Open Charts BGAIX vs NPFCX
Baron Global Opportunity Institutional
Price$50.93
Change-$0.51 (-0.99%)
VolumeN/A
Net Assets750.06M
American Funds New Perspective C
Price$66.95
Change-$0.41 (-0.61%)
VolumeN/A
Net Assets162.72B
BGAIX vs NPFCX Comparison Chart in %
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BGAIX 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 BGAIX is a Hold and NPFCX is a Hold.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 163B vs. BGAIX (750M). NPFCX pays higher dividends than BGAIX: NPFCX (0.35) vs BGAIX (0.19). BGAIX was incepted earlier than NPFCX: BGAIX (14 years) vs NPFCX (25 years). NPFCX (1.48) is less costly to investors than BGAIX (0.96). NPFCX is a more actively managed with annual turnover of: 24.00 vs. BGAIX (8.00). NPFCX has a lower initial minimum investment than BGAIX: NPFCX (250) vs BGAIX (1000000). BGAIX annual gain was more profitable for investors over the last year : 28.47 vs. NPFCX (16.81). NPFCX return over 5 years is better than : 14.93 vs. BGAIX (-5.64).
| BGAIX | NPFCX | BGAIX / NPFCX | |
| Total Expense Ratio | 0.91 | 1.48 | 61% |
| Annual Report Gross Expense Ratio | 0.96 | 1.48 | 65% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 0.513 | 2.198 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 750M | 163B | 0% |
| Annual Yield % from dividends | 0.19 | 0.35 | 56% |
| Returns for 1 year | 28.47 | 16.81 | 169% |
| Returns for 3 years | 95.14 | 42.54 | 224% |
| Returns for 5 years | -5.64 | 14.93 | -38% |
| Returns for 10 years | 316.56 | 114.03 | 278% |
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