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BGALX vs CNPAX
BGALX vs CNPAX Comparison
Open Charts BGALX vs CNPAX
Baillie Gifford Global Alpha Equities 4
Price$16.65
Change+$0.39 (+2.40%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective 529A
Price$65.51
Change-$0.09 (-0.14%)
VolumeN/A
Net Assets149.41B
BGALX vs CNPAX Comparison Chart
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BGALX vs. CNPAX commentary
May 21, 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 BGALX is a Buy and CNPAX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 149B vs. BGALX (715M). BGALX pays higher dividends than CNPAX: BGALX (1.60) vs CNPAX (0.54). BGALX was incepted earlier than CNPAX: BGALX (8 years) vs CNPAX (23 years). CNPAX (0.77) is less costly to investors than BGALX (0.55). BGALX is a more actively managed with annual turnover of: 28.00 vs. CNPAX (24.00). CNPAX has a lower initial minimum investment than BGALX: CNPAX (250) vs BGALX (200000000). CNPAX annual gain was more profitable for investors over the last year : 8.10 vs. BGALX (-9.50). CNPAX return over 5 years is better than : 52.81 vs. BGALX (5.72).
| BGALX | CNPAX | BGALX / CNPAX | |
| Total Expense Ratio | 0.55 | 0.77 | 71% |
| Annual Report Gross Expense Ratio | 0.55 | 0.77 | 71% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | -4.292 | 7.341 | -58% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 200000000 | 250 | 80,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 149B | 0% |
| Annual Yield % from dividends | 1.60 | 0.54 | 296% |
| Returns for 1 year | -9.50 | 8.10 | -117% |
| Returns for 3 years | 13.94 | 34.62 | 40% |
| Returns for 5 years | 5.72 | 52.81 | 11% |
| Returns for 10 years | N/A | 78.35 | - |
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