BGAFX
Price
$43.76
Change
+$0.11 (+0.25%)
Updated
Aug 15 closing price
Net Assets
642.4M
CNPEX
Price
$69.31
Change
+$0.04 (+0.06%)
Updated
Aug 15 closing price
Net Assets
158.96B
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BGAFX vs CNPEX

Header iconBGAFX vs CNPEX Comparison
Open Charts BGAFX vs CNPEXBanner chart's image
Baron Global Advantage Retail
Price$43.76
Change+$0.11 (+0.25%)
VolumeN/A
Net Assets642.4M
American Funds New Perspective 529E
Price$69.31
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
BGAFX vs CNPEX Comparison Chart in %
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BGAFX vs. CNPEX commentary
Aug 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 Buy and CNPEX is a Buy.

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FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 159B vs. BGAFX (642M). CNPEX pays higher dividends than BGAFX: CNPEX (0.27) vs BGAFX (0.00). BGAFX was incepted earlier than CNPEX: BGAFX (13 years) vs CNPEX (23 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 : 29.31 vs. CNPEX (13.24). CNPEX return over 5 years is better than : 37.07 vs. BGAFX (5.85).
BGAFXCNPEXBGAFX / CNPEX
Total Expense Ratio1.161.00116%
Annual Report Gross Expense Ratio1.221.00122%
Fund Existence13 years23 years-
Gain YTD13.04615.22986%
Front LoadN/AN/A-
Min. Initial Investment2000250800%
Min. Initial Investment IRAN/AN/A-
Net Assets642M159B0%
Annual Yield % from dividends0.000.27-
Returns for 1 year29.3113.24221%
Returns for 3 years29.7734.1387%
Returns for 5 years5.8537.0716%
Returns for 10 years210.5489.91234%
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