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BGAFX vs CNPEX
BGAFX vs CNPEX Comparison
Open Charts BGAFX vs CNPEX
Baron Global Advantage Retail
Price$44.17
Change+$0.10 (+0.23%)
VolumeN/A
Net Assets642.4M
American Funds New Perspective 529E
Price$69.51
Change+$0.32 (+0.46%)
VolumeN/A
Net Assets158.47B
BGAFX vs CNPEX Comparison Chart in %
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BGAFX vs. CNPEX 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 CNPEX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 158B vs. BGAFX (642M). CNPEX pays higher dividends than BGAFX: CNPEX (0.26) vs BGAFX (0.00). BGAFX was incepted earlier than CNPEX: BGAFX (13 years) vs CNPEX (24 years). BGAFX (1.22) is less costly to investors than CNPEX (1.00). CNPEX is a more actively managed with annual turnover of: 24.00 vs. BGAFX (8.00). CNPEX has a lower initial minimum investment than BGAFX: CNPEX (250) vs BGAFX (2000). BGAFX annual gain was more profitable for investors over the last year : 33.57 vs. CNPEX (14.20). CNPEX return over 5 years is better than : 33.41 vs. BGAFX (5.54).
| BGAFX | CNPEX | BGAFX / CNPEX | |
| Total Expense Ratio | 1.16 | 1.00 | 116% |
| Annual Report Gross Expense Ratio | 1.22 | 1.00 | 122% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 14.105 | 15.029 | 94% |
| Front Load | N/A | N/A | - |
| 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 | 0.26 | - |
| Returns for 1 year | 33.57 | 14.20 | 236% |
| Returns for 3 years | 51.79 | 47.57 | 109% |
| Returns for 5 years | 5.54 | 33.41 | 17% |
| Returns for 10 years | 234.03 | 99.94 | 234% |
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