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BGAIX vs CNPEX
BGAIX vs CNPEX Comparison
Open Charts BGAIX vs CNPEX
Baron Global Advantage Institutional
Price$45.42
Change+$0.11 (+0.24%)
VolumeN/A
Net Assets642.4M
American Funds New Perspective 529E
Price$69.51
Change+$0.32 (+0.46%)
VolumeN/A
Net Assets158.47B
BGAIX vs CNPEX Comparison Chart in %
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BGAIX vs. CNPEX 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 CNPEX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 158B vs. BGAIX (642M). CNPEX pays higher dividends than BGAIX: CNPEX (0.26) vs BGAIX (0.00). BGAIX was incepted earlier than CNPEX: BGAIX (13 years) vs CNPEX (24 years). CNPEX (1.00) and BGAIX (0.96) have similar cost to investors . CNPEX is a more actively managed with annual turnover of: 24.00 vs. BGAIX (8.00). CNPEX has a lower initial minimum investment than BGAIX: CNPEX (250) vs BGAIX (1000000). BGAIX annual gain was more profitable for investors over the last year : 33.67 vs. CNPEX (14.20). CNPEX return over 5 years is better than : 33.41 vs. BGAIX (6.72).
| BGAIX | CNPEX | BGAIX / CNPEX | |
| Total Expense Ratio | 0.91 | 1.00 | 91% |
| Annual Report Gross Expense Ratio | 0.96 | 1.00 | 96% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 14.092 | 15.029 | 94% |
| Front Load | N/A | N/A | - |
| 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 | 0.26 | - |
| Returns for 1 year | 33.67 | 14.20 | 237% |
| Returns for 3 years | 52.72 | 47.57 | 111% |
| Returns for 5 years | 6.72 | 33.41 | 20% |
| Returns for 10 years | 241.61 | 99.94 | 242% |
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