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BGLUX vs CNPEX
BGLUX vs CNPEX Comparison
Open Charts BGLUX vs CNPEX
Baron Global Opportunity R6
Price$46.29
Change+$0.20 (+0.43%)
VolumeN/A
Net Assets638.47M
American Funds New Perspective 529E
Price$69.92
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets158.87B
BGLUX vs CNPEX Comparison Chart in %
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BGLUX vs. CNPEX commentary
Nov 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 BGLUX is a Hold and CNPEX is a Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 159B vs. BGLUX (638M). CNPEX pays higher dividends than BGLUX: CNPEX (0.25) vs BGLUX (0.00). BGLUX was incepted earlier than CNPEX: BGLUX (9 years) vs CNPEX (24 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 : 21.18 vs. CNPEX (11.32). CNPEX return over 5 years is better than : 25.94 vs. BGLUX (-2.82).
| 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 | 24 years | - |
| Gain YTD | 16.216 | 16.243 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 159B | 0% |
| Annual Yield % from dividends | 0.00 | 0.25 | - |
| Returns for 1 year | 21.18 | 11.32 | 187% |
| Returns for 3 years | 70.75 | 45.82 | 154% |
| Returns for 5 years | -2.82 | 25.94 | -11% |
| Returns for 10 years | N/A | 90.43 | - |
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