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BGAIX vs NPFCX
BGAIX vs NPFCX Comparison
Open Charts BGAIX vs NPFCX
Baron Global Opportunity Institutional
Price$51.40
Change+$2.48 (+5.07%)
VolumeN/A
Net Assets762.69M
American Funds New Perspective C
Price$66.51
Change-$2.33 (-3.38%)
VolumeN/A
Net Assets162.72B
BGAIX vs NPFCX Comparison Chart in %
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BGAIX 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 BGAIX is a Hold and NPFCX is a Hold.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 163B vs. BGAIX (763M). NPFCX pays higher dividends than BGAIX: NPFCX (0.34) vs BGAIX (0.19). BGAIX was incepted earlier than NPFCX: BGAIX (14 years) vs NPFCX (25 years). NPFCX (1.47) is less costly to investors than BGAIX (0.96). NPFCX is a more actively managed with annual turnover of: 23.00 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 : 23.68 vs. NPFCX (11.67). NPFCX return over 5 years is better than : 11.69 vs. BGAIX (-11.80).
| BGAIX | NPFCX | BGAIX / NPFCX | |
| Total Expense Ratio | 0.91 | 1.47 | 62% |
| Annual Report Gross Expense Ratio | 0.96 | 1.47 | 65% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 1.441 | 1.526 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 163B | 0% |
| Annual Yield % from dividends | 0.19 | 0.34 | 57% |
| Returns for 1 year | 23.68 | 11.67 | 203% |
| Returns for 3 years | 78.69 | 37.05 | 212% |
| Returns for 5 years | -11.80 | 11.69 | -101% |
| Returns for 10 years | 333.13 | 114.67 | 291% |
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