Interact to see
Advertisement
Advertisement
BGATX vs CNPAX
BGATX vs CNPAX Comparison
Open Charts BGATX vs CNPAX
Baillie Gifford Global Alpha Equities 2
Price$18.33
Change+$0.12 (+0.66%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective 529A
Price$69.28
Change+$0.54 (+0.79%)
VolumeN/A
Net Assets155.4B
BGATX vs CNPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BGATX vs. CNPAX commentary
Aug 07, 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 BGATX is a Buy and CNPAX is a Hold.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 155B vs. BGATX (715M). BGATX pays higher dividends than CNPAX: BGATX (1.26) vs CNPAX (0.48). BGATX was incepted earlier than CNPAX: BGATX (11 years) vs CNPAX (23 years). CNPAX (0.77) is less costly to investors than BGATX (0.65). BGATX is a more actively managed with annual turnover of: 28.00 vs. CNPAX (24.00). CNPAX has a lower initial minimum investment than BGATX: CNPAX (250) vs BGATX (25000000). CNPAX annual gain was more profitable for investors over the last year : 18.56 vs. BGATX (12.53). CNPAX return over 5 years is better than : 38.09 vs. BGATX (2.66).
| BGATX | CNPAX | BGATX / CNPAX | |
| Total Expense Ratio | 0.65 | 0.77 | 84% |
| Annual Report Gross Expense Ratio | 0.65 | 0.77 | 84% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 13.355 | 13.518 | 99% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 155B | 0% |
| Annual Yield % from dividends | 1.26 | 0.48 | 260% |
| Returns for 1 year | 12.53 | 18.56 | 68% |
| Returns for 3 years | 26.33 | 37.15 | 71% |
| Returns for 5 years | 2.66 | 38.09 | 7% |
| Returns for 10 years | 39.95 | 91.75 | 44% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement