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BGAFX vs CNPEX
BGAFX vs CNPEX Comparison
Open Charts BGAFX vs CNPEX
Baron Global Opportunity Retail
Price$49.59
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets755.66M
American Funds New Perspective 529E
Price$69.75
Change-$0.43 (-0.61%)
VolumeN/A
Net Assets162.72B
BGAFX vs CNPEX Comparison Chart in %
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BGAFX vs. CNPEX commentary
Jan 15, 2026
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 (756M). CNPEX pays higher dividends than BGAFX: CNPEX (0.78) vs BGAFX (0.00). BGAFX was incepted earlier than CNPEX: BGAFX (14 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 : 28.40 vs. CNPEX (17.63). CNPEX return over 5 years is better than : 18.71 vs. BGAFX (-6.66).
| BGAFX | CNPEX | BGAFX / CNPEX | |
| Total Expense Ratio | 1.16 | 1.00 | 116% |
| Annual Report Gross Expense Ratio | 1.22 | 1.00 | 122% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 0.507 | 2.213 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 756M | 163B | 0% |
| Annual Yield % from dividends | 0.00 | 0.78 | - |
| Returns for 1 year | 28.40 | 17.63 | 161% |
| Returns for 3 years | 94.09 | 45.40 | 207% |
| Returns for 5 years | -6.66 | 18.71 | -36% |
| Returns for 10 years | 307.14 | 128.69 | 239% |
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