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BGAIX vs CNPAX
BGAIX vs CNPAX Comparison
Open Charts BGAIX vs CNPAX
Baron Global Opportunity Institutional
Price$48.55
Change+$0.31 (+0.64%)
VolumeN/A
Net Assets674.18M
American Funds New Perspective 529A
Price$73.22
Change+$0.17 (+0.23%)
VolumeN/A
Net Assets164.14B
BGAIX vs CNPAX Comparison Chart in %
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BGAIX vs. CNPAX commentary
Oct 08, 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 BGAIX is a Buy and CNPAX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 164B vs. BGAIX (674M). CNPAX pays higher dividends than BGAIX: CNPAX (0.46) vs BGAIX (0.00). BGAIX was incepted earlier than CNPAX: BGAIX (13 years) vs CNPAX (24 years). BGAIX (0.96) is less costly to investors than CNPAX (0.77). CNPAX is a more actively managed with annual turnover of: 24.00 vs. BGAIX (8.00). CNPAX has a lower initial minimum investment than BGAIX: CNPAX (250) vs BGAIX (1000000). BGAIX annual gain was more profitable for investors over the last year : 35.98 vs. CNPAX (13.90). CNPAX return over 5 years is better than : 38.82 vs. BGAIX (4.71).
| BGAIX | CNPAX | BGAIX / CNPAX | |
| Total Expense Ratio | 0.91 | 0.77 | 118% |
| Annual Report Gross Expense Ratio | 0.96 | 0.77 | 125% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 21.942 | 19.974 | 110% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 674M | 164B | 0% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | 35.98 | 13.90 | 259% |
| Returns for 3 years | 73.93 | 65.46 | 113% |
| Returns for 5 years | 4.71 | 38.82 | 12% |
| Returns for 10 years | 270.01 | 109.74 | 246% |
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