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BGAFX vs CNPAX
BGAFX vs CNPAX Comparison
Open Charts BGAFX vs CNPAX
Baron Global Advantage Retail
Price$44.17
Change+$0.10 (+0.23%)
VolumeN/A
Net Assets642.4M
American Funds New Perspective 529A
Price$70.65
Change+$0.34 (+0.48%)
VolumeN/A
Net Assets158.47B
BGAFX vs CNPAX Comparison Chart in %
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BGAFX vs. CNPAX commentary
Sep 06, 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 Buy and CNPAX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 158B vs. BGAFX (642M). CNPAX pays higher dividends than BGAFX: CNPAX (0.48) vs BGAFX (0.00). BGAFX was incepted earlier than CNPAX: BGAFX (13 years) vs CNPAX (24 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 : 33.57 vs. CNPAX (14.53). CNPAX return over 5 years is better than : 35.36 vs. BGAFX (5.54).
| 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 | 24 years | - |
| Gain YTD | 14.105 | 15.206 | 93% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 158B | 0% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 33.57 | 14.53 | 231% |
| Returns for 3 years | 51.79 | 48.85 | 106% |
| Returns for 5 years | 5.54 | 35.36 | 16% |
| Returns for 10 years | 234.03 | 105.67 | 221% |
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