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BGLUX vs FNPFX
BGLUX vs FNPFX Comparison
Open Charts BGLUX vs FNPFX
Baron Global Opportunity R6
Price$51.05
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
BGLUX vs FNPFX Comparison Chart in %
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BGLUX vs. FNPFX commentary
Jan 16, 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 BGLUX is a Hold and FNPFX is a Hold.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 163B vs. BGLUX (750M). FNPFX pays higher dividends than BGLUX: FNPFX (1.32) vs BGLUX (0.19). BGLUX was incepted earlier than FNPFX: BGLUX (9 years) vs FNPFX (9 years). BGLUX (0.96) is less costly to investors than FNPFX (0.41). FNPFX is a more actively managed with annual turnover of: 24.00 vs. BGLUX (8.00). FNPFX has a lower initial minimum investment than BGLUX: FNPFX (1000000) vs BGLUX (5000000). BGLUX annual gain was more profitable for investors over the last year : 28.71 vs. FNPFX (18.54). FNPFX return over 5 years is better than : 21.77 vs. BGLUX (-5.47).
| BGLUX | FNPFX | BGLUX / FNPFX | |
| Total Expense Ratio | 0.91 | 0.41 | 222% |
| Annual Report Gross Expense Ratio | 0.96 | 0.41 | 234% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 0.492 | 2.223 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| 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 | 28.71 | 18.54 | 155% |
| Returns for 3 years | 95.45 | 48.67 | 196% |
| Returns for 5 years | -5.47 | 21.77 | -25% |
| Returns for 10 years | N/A | N/A | - |
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