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BGLUX vs CNPEX
BGLUX vs CNPEX Comparison
Open Charts BGLUX vs CNPEX
Baron Global Advantage R6
Price$45.10
Change+$0.12 (+0.27%)
VolumeN/A
Net Assets642.4M
American Funds New Perspective 529E
Price$69.31
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
BGLUX vs CNPEX Comparison Chart in %
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BGLUX vs. CNPEX commentary
Aug 17, 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 CNPEX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 159B vs. BGLUX (642M). CNPEX pays higher dividends than BGLUX: CNPEX (0.27) vs BGLUX (0.00). BGLUX was incepted earlier than CNPEX: BGLUX (9 years) vs CNPEX (23 years). CNPEX (1.00) and BGLUX (0.96) have similar cost to investors . CNPEX is a more actively managed with annual turnover of: 24.00 vs. BGLUX (8.00). CNPEX has a lower initial minimum investment than BGLUX: CNPEX (250) vs BGLUX (5000000). BGLUX annual gain was more profitable for investors over the last year : 29.67 vs. CNPEX (13.24). CNPEX return over 5 years is better than : 37.07 vs. BGLUX (7.23).
| BGLUX | CNPEX | BGLUX / CNPEX | |
| Total Expense Ratio | 0.91 | 1.00 | 91% |
| Annual Report Gross Expense Ratio | 0.96 | 1.00 | 96% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 13.231 | 15.229 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 159B | 0% |
| Annual Yield % from dividends | 0.00 | 0.27 | - |
| Returns for 1 year | 29.67 | 13.24 | 224% |
| Returns for 3 years | 30.80 | 34.13 | 90% |
| Returns for 5 years | 7.23 | 37.07 | 19% |
| Returns for 10 years | N/A | 89.91 | - |
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