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BGAFX vs CNPFX
BGAFX vs CNPFX Comparison
Open Charts BGAFX vs CNPFX
Baron Global Opportunity Retail
Price$44.89
Change+$0.19 (+0.43%)
VolumeN/A
Net Assets638.47M
American Funds New Perspective 529F
Price$70.81
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets158.87B
BGAFX vs CNPFX Comparison Chart in %
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BGAFX vs. CNPFX commentary
Nov 20, 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: 159B vs. BGAFX (638M). CNPFX pays higher dividends than BGAFX: CNPFX (0.61) vs BGAFX (0.00). BGAFX was incepted earlier than CNPFX: BGAFX (14 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 : 20.89 vs. CNPFX (11.83). CNPFX return over 5 years is better than : 28.78 vs. BGAFX (-4.06).
| BGAFX | CNPFX | BGAFX / CNPFX | |
| Total Expense Ratio | 1.16 | 0.84 | 138% |
| Annual Report Gross Expense Ratio | 1.22 | 0.84 | 145% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 15.960 | 16.656 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 159B | 0% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | 20.89 | 11.83 | 177% |
| Returns for 3 years | 69.52 | 47.79 | 145% |
| Returns for 5 years | -4.06 | 28.78 | -14% |
| Returns for 10 years | 220.63 | 99.50 | 222% |
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