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BGAIX vs CNPAX
BGAIX vs CNPAX Comparison
Open Charts BGAIX vs CNPAX
Baron Global Advantage Institutional
Price$45.42
Change+$0.11 (+0.24%)
VolumeN/A
Net Assets642.4M
American Funds New Perspective 529A
Price$70.65
Change+$0.34 (+0.48%)
VolumeN/A
Net Assets158.47B
BGAIX vs CNPAX Comparison Chart in %
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BGAIX vs. CNPAX 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 BGAIX is a Buy and CNPAX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 158B vs. BGAIX (642M). CNPAX pays higher dividends than BGAIX: CNPAX (0.48) 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 : 33.67 vs. CNPAX (14.53). CNPAX return over 5 years is better than : 35.36 vs. BGAIX (6.72).
| 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 | 14.092 | 15.206 | 93% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 158B | 0% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 33.67 | 14.53 | 232% |
| Returns for 3 years | 52.72 | 48.85 | 108% |
| Returns for 5 years | 6.72 | 35.36 | 19% |
| Returns for 10 years | 241.61 | 105.67 | 229% |
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