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BGALX vs CNPEX
BGALX vs CNPEX Comparison
Open Charts BGALX vs CNPEX
Baillie Gifford Global Alpha Equities 4
Price$16.65
Change+$0.39 (+2.40%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective 529E
Price$65.16
Change+$0.08 (+0.12%)
VolumeN/A
Net Assets150.22B
BGALX vs CNPEX Comparison Chart in %
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BGALX vs. CNPEX commentary
Jun 20, 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 Hold and CNPEX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 150B vs. BGALX (715M). BGALX pays higher dividends than CNPEX: BGALX (1.60) vs CNPEX (0.28). BGALX was incepted earlier than CNPEX: BGALX (8 years) vs CNPEX (23 years). CNPEX (1.00) is less costly to investors than BGALX (0.55). BGALX is a more actively managed with annual turnover of: 28.00 vs. CNPEX (24.00). CNPEX has a lower initial minimum investment than BGALX: CNPEX (250) vs BGALX (200000000). CNPEX annual gain was more profitable for investors over the last year : 7.69 vs. BGALX (-9.43). CNPEX return over 5 years is better than : 42.49 vs. BGALX (-2.39).
| BGALX | CNPEX | BGALX / CNPEX | |
| Total Expense Ratio | 0.55 | 1.00 | 55% |
| Annual Report Gross Expense Ratio | 0.55 | 1.00 | 55% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | -4.292 | 8.329 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 200000000 | 250 | 80,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 150B | 0% |
| Annual Yield % from dividends | 1.60 | 0.28 | 570% |
| Returns for 1 year | -9.43 | 7.69 | -123% |
| Returns for 3 years | 21.65 | 43.56 | 50% |
| Returns for 5 years | -2.39 | 42.49 | -6% |
| Returns for 10 years | N/A | 77.28 | - |