Interact to see
Advertisement
Advertisement
BGAFX vs CNPAX
BGAFX vs CNPAX Comparison
Open Charts BGAFX vs CNPAX
Baron Global Opportunity Retail
Price$44.89
Change+$0.19 (+0.43%)
VolumeN/A
Net Assets638.47M
American Funds New Perspective 529A
Price$71.09
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets158.87B
BGAFX vs CNPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BGAFX vs. CNPAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 159B vs. BGAFX (638M). CNPAX pays higher dividends than BGAFX: CNPAX (0.45) vs BGAFX (0.00). BGAFX was incepted earlier than CNPAX: BGAFX (14 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 : 20.89 vs. CNPAX (11.66). CNPAX return over 5 years is better than : 27.82 vs. BGAFX (-4.06).
| BGAFX | CNPAX | BGAFX / CNPAX | |
| Total Expense Ratio | 1.16 | 0.77 | 151% |
| Annual Report Gross Expense Ratio | 1.22 | 0.77 | 158% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 15.960 | 16.484 | 97% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 159B | 0% |
| Annual Yield % from dividends | 0.00 | 0.45 | - |
| Returns for 1 year | 20.89 | 11.66 | 179% |
| Returns for 3 years | 69.52 | 47.09 | 148% |
| Returns for 5 years | -4.06 | 27.82 | -15% |
| Returns for 10 years | 220.63 | 95.85 | 230% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement