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BGAIX vs CNPFX
BGAIX vs CNPFX Comparison
Open Charts BGAIX vs CNPFX
Baron Global Advantage Institutional
Price$45.42
Change+$0.11 (+0.24%)
VolumeN/A
Net Assets642.4M
American Funds New Perspective 529F
Price$70.34
Change+$0.33 (+0.47%)
VolumeN/A
Net Assets158.47B
BGAIX vs CNPFX Comparison Chart in %
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BGAIX vs. CNPFX 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 CNPFX is a Buy.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 158B vs. BGAIX (642M). CNPFX pays higher dividends than BGAIX: CNPFX (0.64) vs BGAIX (0.00). BGAIX was incepted earlier than CNPFX: BGAIX (13 years) vs CNPFX (23 years). BGAIX (0.96) is less costly to investors than CNPFX (0.84). CNPFX is a more actively managed with annual turnover of: 24.00 vs. BGAIX (8.00). CNPFX has a lower initial minimum investment than BGAIX: CNPFX (250) vs BGAIX (1000000). BGAIX annual gain was more profitable for investors over the last year : 33.67 vs. CNPFX (15.24). CNPFX return over 5 years is better than : 37.07 vs. BGAIX (6.72).
| BGAIX | CNPFX | BGAIX / CNPFX | |
| Total Expense Ratio | 0.91 | 0.84 | 108% |
| Annual Report Gross Expense Ratio | 0.96 | 0.84 | 114% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 14.092 | 15.881 | 89% |
| 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 | 0.64 | - |
| Returns for 1 year | 33.67 | 15.24 | 221% |
| Returns for 3 years | 52.72 | 50.25 | 105% |
| Returns for 5 years | 6.72 | 37.07 | 18% |
| Returns for 10 years | 241.61 | 110.42 | 219% |