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BGAIX vs RNPEX
BGAIX vs RNPEX Comparison
Open Charts BGAIX vs RNPEX
Baron Global Opportunity Institutional
Price$48.26
Change-$0.11 (-0.23%)
VolumeN/A
Net Assets676.29M
American Funds New Perspective R4
Price$73.23
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets164.6B
BGAIX vs RNPEX Comparison Chart in %
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BGAIX vs. RNPEX commentary
Oct 22, 2025
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 Buy and RNPEX is a Hold.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 165B vs. BGAIX (676M). RNPEX pays higher dividends than BGAIX: RNPEX (0.46) vs BGAIX (0.00). BGAIX was incepted earlier than RNPEX: BGAIX (13 years) vs RNPEX (23 years). BGAIX (0.96) is less costly to investors than RNPEX (0.76). RNPEX is a more actively managed with annual turnover of: 24.00 vs. BGAIX (8.00). RNPEX has a lower initial minimum investment than BGAIX: RNPEX (250) vs BGAIX (1000000). BGAIX annual gain was more profitable for investors over the last year : 31.03 vs. RNPEX (13.84). RNPEX return over 5 years is better than : 37.40 vs. BGAIX (3.94).
| BGAIX | RNPEX | BGAIX / RNPEX | |
| Total Expense Ratio | 0.91 | 0.76 | 120% |
| Annual Report Gross Expense Ratio | 0.96 | 0.76 | 126% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 21.223 | 20.341 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 676M | 165B | 0% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | 31.03 | 13.84 | 224% |
| Returns for 3 years | 78.01 | 62.59 | 125% |
| Returns for 5 years | 3.94 | 37.40 | 11% |
| Returns for 10 years | 253.55 | 95.18 | 266% |
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