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BGAFX vs CNPEX
BGAFX vs CNPEX Comparison
Open Charts BGAFX vs CNPEX
Baron Global Opportunity Retail
Price$46.26
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets665.32M
American Funds New Perspective 529E
Price$71.48
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets162.58B
BGAFX vs CNPEX Comparison Chart in %
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BGAFX vs. CNPEX commentary
Oct 19, 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 BGAFX is a Hold and CNPEX is a Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. BGAFX (665M). CNPEX pays higher dividends than BGAFX: CNPEX (0.26) vs BGAFX (0.00). BGAFX was incepted earlier than CNPEX: BGAFX (13 years) vs CNPEX (24 years). BGAFX (1.22) is less costly to investors than CNPEX (1.00). CNPEX is a more actively managed with annual turnover of: 24.00 vs. BGAFX (8.00). CNPEX has a lower initial minimum investment than BGAFX: CNPEX (250) vs BGAFX (2000). BGAFX annual gain was more profitable for investors over the last year : 30.09 vs. CNPEX (12.34). CNPEX return over 5 years is better than : 33.88 vs. BGAFX (-0.66).
| BGAFX | CNPEX | BGAFX / CNPEX | |
| Total Expense Ratio | 1.16 | 1.00 | 116% |
| Annual Report Gross Expense Ratio | 1.22 | 1.00 | 122% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 19.507 | 18.836 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 665M | 163B | 0% |
| Annual Yield % from dividends | 0.00 | 0.26 | - |
| Returns for 1 year | 30.09 | 12.34 | 244% |
| Returns for 3 years | 73.52 | 61.05 | 120% |
| Returns for 5 years | -0.66 | 33.88 | -2% |
| Returns for 10 years | 247.57 | 101.09 | 245% |
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