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BGAIX vs CNPEX
BGAIX vs CNPEX Comparison
Open Charts BGAIX vs CNPEX
Baron Global Advantage Institutional
Price$45.28
Change+$0.19 (+0.42%)
VolumeN/A
Net Assets642.4M
American Funds New Perspective 529E
Price$69.37
Change+$0.20 (+0.29%)
VolumeN/A
Net Assets158.79B
BGAIX vs CNPEX Comparison Chart in %
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BGAIX vs. CNPEX commentary
Aug 14, 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: 159B vs. BGAIX (642M). CNPEX pays higher dividends than BGAIX: CNPEX (0.27) vs BGAIX (0.00). BGAIX was incepted earlier than CNPEX: BGAIX (13 years) vs CNPEX (23 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 : 33.92 vs. CNPEX (15.46). CNPEX return over 5 years is better than : 37.19 vs. BGAIX (7.71).
| 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 | 23 years | - |
| Gain YTD | 13.740 | 15.328 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 159B | 0% |
| Annual Yield % from dividends | 0.00 | 0.27 | - |
| Returns for 1 year | 33.92 | 15.46 | 219% |
| Returns for 3 years | 30.90 | 34.27 | 90% |
| Returns for 5 years | 7.71 | 37.19 | 21% |
| Returns for 10 years | 219.70 | 90.37 | 243% |
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