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BGAFX vs CNPFX
BGAFX vs CNPFX Comparison
Open Charts BGAFX vs CNPFX
Baron Global Advantage Retail
Price$43.76
Change+$0.11 (+0.25%)
VolumeN/A
Net Assets642.4M
American Funds New Perspective 529F
Price$70.11
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
BGAFX vs CNPFX Comparison Chart in %
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BGAFX vs. CNPFX 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 CNPFX is a Buy.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 159B vs. BGAFX (642M). CNPFX pays higher dividends than BGAFX: CNPFX (0.65) vs BGAFX (0.00). BGAFX was incepted earlier than CNPFX: BGAFX (13 years) vs CNPFX (23 years). BGAFX (1.22) is less costly to investors than CNPFX (0.84). CNPFX is a more actively managed with annual turnover of: 24.00 vs. BGAFX (8.00). CNPFX has a lower initial minimum investment than BGAFX: CNPFX (250) vs BGAFX (2000). BGAFX annual gain was more profitable for investors over the last year : 29.31 vs. CNPFX (13.73). CNPFX return over 5 years is better than : 40.18 vs. BGAFX (5.85).
| BGAFX | CNPFX | BGAFX / CNPFX | |
| Total Expense Ratio | 1.16 | 0.84 | 138% |
| Annual Report Gross Expense Ratio | 1.22 | 0.84 | 145% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 13.046 | 15.502 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 159B | 0% |
| Annual Yield % from dividends | 0.00 | 0.65 | - |
| Returns for 1 year | 29.31 | 13.73 | 213% |
| Returns for 3 years | 29.77 | 35.92 | 83% |
| Returns for 5 years | 5.85 | 40.18 | 15% |
| Returns for 10 years | 210.54 | 98.97 | 213% |
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