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BGALX vs CNPFX
BGALX vs CNPFX Comparison
Open Charts BGALX vs CNPFX
Baillie Gifford Global Alpha Equities 4
Price$16.65
Change+$0.39 (+2.40%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective 529F
Price$66.01
Change-$0.79 (-1.18%)
VolumeN/A
Net Assets150.58B
BGALX vs CNPFX Comparison Chart
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BGALX vs. CNPFX commentary
Jun 15, 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 CNPFX is a Buy.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 151B vs. BGALX (715M). BGALX pays higher dividends than CNPFX: BGALX (1.60) vs CNPFX (0.68). BGALX was incepted earlier than CNPFX: BGALX (8 years) vs CNPFX (23 years). CNPFX (0.84) is less costly to investors than BGALX (0.55). BGALX is a more actively managed with annual turnover of: 28.00 vs. CNPFX (24.00). CNPFX has a lower initial minimum investment than BGALX: CNPFX (250) vs BGALX (200000000). CNPFX annual gain was more profitable for investors over the last year : 8.98 vs. BGALX (-9.50). CNPFX return over 5 years is better than : 50.14 vs. BGALX (1.00).
| BGALX | CNPFX | BGALX / CNPFX | |
| Total Expense Ratio | 0.55 | 0.84 | 65% |
| Annual Report Gross Expense Ratio | 0.55 | 0.84 | 65% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | -4.292 | 8.748 | -49% |
| 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 | 151B | 0% |
| Annual Yield % from dividends | 1.60 | 0.68 | 235% |
| Returns for 1 year | -9.50 | 8.98 | -106% |
| Returns for 3 years | 21.04 | 44.46 | 47% |
| Returns for 5 years | 1.00 | 50.14 | 2% |
| Returns for 10 years | N/A | 87.62 | - |
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