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BGLUX vs CNPAX
BGLUX vs CNPAX Comparison
Open Charts BGLUX vs CNPAX
Baron Global Advantage R6
Price$41.35
Change+$0.47 (+1.15%)
VolumeN/A
Net Assets540.63M
American Funds New Perspective 529A
Price$64.84
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets147.5B
BGLUX vs CNPAX Comparison Chart
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BGLUX vs. CNPAX commentary
May 23, 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 BGLUX is a Buy and CNPAX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 148B vs. BGLUX (541M). CNPAX pays higher dividends than BGLUX: CNPAX (0.54) vs BGLUX (0.00). BGLUX was incepted earlier than CNPAX: BGLUX (9 years) vs CNPAX (23 years). BGLUX (0.96) is less costly to investors than CNPAX (0.77). CNPAX is a more actively managed with annual turnover of: 24.00 vs. BGLUX (8.00). CNPAX has a lower initial minimum investment than BGLUX: CNPAX (250) vs BGLUX (5000000). BGLUX annual gain was more profitable for investors over the last year : 27.83 vs. CNPAX (7.45). CNPAX return over 5 years is better than : 51.28 vs. BGLUX (17.81).
| BGLUX | CNPAX | BGLUX / CNPAX | |
| Total Expense Ratio | 0.91 | 0.77 | 118% |
| Annual Report Gross Expense Ratio | 0.96 | 0.77 | 125% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 2.636 | 6.243 | 42% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 27.83 | 7.45 | 374% |
| Returns for 3 years | 39.71 | 31.44 | 126% |
| Returns for 5 years | 17.81 | 51.28 | 35% |
| Returns for 10 years | N/A | 76.53 | - |
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