Interact to see
Advertisement
Advertisement
BGAFX vs CNPFX
BGAFX vs CNPFX Comparison
Open Charts BGAFX vs CNPFX
Baron Global Advantage Retail
Price$46.05
Change-$0.41 (-0.88%)
VolumeN/A
Net Assets668.89M
American Funds New Perspective 529F
Price$71.08
Change-$0.67 (-0.93%)
VolumeN/A
Net Assets162.17B
BGAFX vs CNPFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BGAFX vs. CNPFX commentary
Sep 26, 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 CNPFX is a Hold.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 162B vs. BGAFX (669M). CNPFX pays higher dividends than BGAFX: CNPFX (0.64) 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 : 32.41 vs. CNPFX (11.68). CNPFX return over 5 years is better than : 41.87 vs. BGAFX (8.03).
| 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 | 18.967 | 17.100 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 669M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 0.64 | - |
| Returns for 1 year | 32.41 | 11.68 | 278% |
| Returns for 3 years | 70.63 | 62.69 | 113% |
| Returns for 5 years | 8.03 | 41.87 | 19% |
| Returns for 10 years | 284.73 | 122.61 | 232% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement