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BGAFX vs CNPFX
BGAFX vs CNPFX Comparison
Open Charts BGAFX vs CNPFX
Baron Global Advantage Retail
Price$44.17
Change+$0.10 (+0.23%)
VolumeN/A
Net Assets642.4M
American Funds New Perspective 529F
Price$70.34
Change+$0.33 (+0.47%)
VolumeN/A
Net Assets158.47B
BGAFX vs CNPFX Comparison Chart in %
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BGAFX vs. CNPFX 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 CNPFX is a Buy.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 158B vs. BGAFX (642M). 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 : 33.57 vs. CNPFX (15.24). CNPFX return over 5 years is better than : 37.07 vs. BGAFX (5.54).
| 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 | 14.105 | 15.881 | 89% |
| 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 | 0.64 | - |
| Returns for 1 year | 33.57 | 15.24 | 220% |
| Returns for 3 years | 51.79 | 50.25 | 103% |
| Returns for 5 years | 5.54 | 37.07 | 15% |
| Returns for 10 years | 234.03 | 110.42 | 212% |
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