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BGAIX vs CNPFX
BGAIX vs CNPFX Comparison
Open Charts BGAIX vs CNPFX
Baron Global Advantage Institutional
Price$45.28
Change+$0.19 (+0.42%)
VolumeN/A
Net Assets642.4M
American Funds New Perspective 529F
Price$70.17
Change+$0.20 (+0.29%)
VolumeN/A
Net Assets158.79B
BGAIX vs CNPFX Comparison Chart in %
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BGAIX vs. CNPFX 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 CNPFX is a Buy.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 159B vs. BGAIX (642M). CNPFX pays higher dividends than BGAIX: CNPFX (0.65) 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 : 33.92 vs. CNPFX (15.98). CNPFX return over 5 years is better than : 40.30 vs. BGAIX (7.71).
| 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 | 13.740 | 15.601 | 88% |
| 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 | 0.65 | - |
| Returns for 1 year | 33.92 | 15.98 | 212% |
| Returns for 3 years | 30.90 | 36.06 | 86% |
| Returns for 5 years | 7.71 | 40.30 | 19% |
| Returns for 10 years | 219.70 | 99.45 | 221% |
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