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BGAKX vs CNPEX
BGAKX vs CNPEX Comparison
Open Charts BGAKX vs CNPEX
Baillie Gifford Global Alpha Equities K
Price$18.20
Change+$0.35 (+1.96%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective 529E
Price$68.20
Change+$1.18 (+1.76%)
VolumeN/A
Net Assets154.03B
BGAKX vs CNPEX Comparison Chart in %
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BGAKX vs. CNPEX commentary
Aug 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 BGAKX is a Buy and CNPEX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 154B vs. BGAKX (715M). BGAKX pays higher dividends than CNPEX: BGAKX (1.31) vs CNPEX (0.27). BGAKX was incepted earlier than CNPEX: BGAKX (8 years) vs CNPEX (23 years). CNPEX (1.00) is less costly to investors than BGAKX (0.65). BGAKX is a more actively managed with annual turnover of: 28.00 vs. CNPEX (24.00). CNPEX has a lower initial minimum investment than BGAKX: CNPEX (250) vs BGAKX (10000000). CNPEX annual gain was more profitable for investors over the last year : 16.69 vs. BGAKX (8.56). CNPEX return over 5 years is better than : 35.67 vs. BGAKX (-0.58).
| BGAKX | CNPEX | BGAKX / CNPEX | |
| Total Expense Ratio | 0.65 | 1.00 | 65% |
| Annual Report Gross Expense Ratio | 0.65 | 1.00 | 65% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 11.146 | 13.383 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 250 | 4,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 154B | 0% |
| Annual Yield % from dividends | 1.31 | 0.27 | 489% |
| Returns for 1 year | 8.56 | 16.69 | 51% |
| Returns for 3 years | 23.75 | 36.00 | 66% |
| Returns for 5 years | -0.58 | 35.67 | -2% |
| Returns for 10 years | N/A | 86.42 | - |
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