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BGAFX vs CNPAX
BGAFX vs CNPAX Comparison
Open Charts BGAFX vs CNPAX
Baron Global Advantage Retail
Price$42.95
Change+$0.27 (+0.63%)
VolumeN/A
Net Assets623.42M
American Funds New Perspective 529A
Price$68.48
Change-$0.35 (-0.51%)
VolumeN/A
Net Assets155.94B
BGAFX vs CNPAX Comparison Chart in %
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BGAFX vs. CNPAX commentary
Jul 16, 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 BGAFX is a Hold and CNPAX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 156B vs. BGAFX (623M). CNPAX pays higher dividends than BGAFX: CNPAX (0.49) vs BGAFX (0.00). BGAFX was incepted earlier than CNPAX: BGAFX (13 years) vs CNPAX (23 years). BGAFX (1.22) is less costly to investors than CNPAX (0.77). CNPAX is a more actively managed with annual turnover of: 24.00 vs. BGAFX (8.00). CNPAX has a lower initial minimum investment than BGAFX: CNPAX (250) vs BGAFX (2000). BGAFX annual gain was more profitable for investors over the last year : 25.66 vs. CNPAX (8.83). CNPAX return over 5 years is better than : 41.21 vs. BGAFX (7.86).
| BGAFX | CNPAX | BGAFX / CNPAX | |
| Total Expense Ratio | 1.16 | 0.77 | 151% |
| Annual Report Gross Expense Ratio | 1.22 | 0.77 | 158% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 10.953 | 12.207 | 90% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 623M | 156B | 0% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | 25.66 | 8.83 | 290% |
| Returns for 3 years | 54.27 | 45.79 | 119% |
| Returns for 5 years | 7.86 | 41.21 | 19% |
| Returns for 10 years | 176.76 | 87.06 | 203% |
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