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BGAIX vs CNPAX
BGAIX vs CNPAX Comparison
Open Charts BGAIX vs CNPAX
Baron Global Advantage Institutional
Price$44.41
Change+$0.65 (+1.49%)
VolumeN/A
Net Assets588.62M
American Funds New Perspective 529A
Price$68.93
Change+$0.38 (+0.55%)
VolumeN/A
Net Assets156.22B
BGAIX vs CNPAX Comparison Chart in %
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BGAIX vs. CNPAX commentary
Jul 05, 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: 156B vs. BGAIX (589M). CNPAX pays higher dividends than BGAIX: CNPAX (0.49) vs BGAIX (0.00). BGAIX was incepted earlier than CNPAX: BGAIX (13 years) vs CNPAX (23 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 : 29.21 vs. CNPAX (11.17). CNPAX return over 5 years is better than : 46.68 vs. BGAIX (10.01).
| 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 | 23 years | - |
| Gain YTD | 11.555 | 12.944 | 89% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 156B | 0% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | 29.21 | 11.17 | 262% |
| Returns for 3 years | 57.76 | 47.11 | 123% |
| Returns for 5 years | 10.01 | 46.68 | 21% |
| Returns for 10 years | 198.44 | 94.63 | 210% |
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