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BGAFX vs CNPFX
BGAFX vs CNPFX Comparison
Open Charts BGAFX vs CNPFX
Baron Global Opportunity Retail
Price$50.03
Change+$2.46 (+5.17%)
VolumeN/A
Net Assets762.69M
American Funds New Perspective 529F
Price$70.01
Change-$2.66 (-3.66%)
VolumeN/A
Net Assets162.72B
BGAFX vs CNPFX Comparison Chart in %
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BGAFX vs. CNPFX commentary
Feb 04, 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 Buy and CNPFX is a Hold.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 163B vs. BGAFX (763M). CNPFX pays higher dividends than BGAFX: CNPFX (1.17) vs BGAFX (0.00). BGAFX was incepted earlier than CNPFX: BGAFX (14 years) vs CNPFX (23 years). BGAFX (1.22) is less costly to investors than CNPFX (0.83). CNPFX is a more actively managed with annual turnover of: 23.00 vs. BGAFX (8.00). CNPFX has a lower initial minimum investment than BGAFX: CNPFX (250) vs BGAFX (2000). BGAFX annual gain was more profitable for investors over the last year : 23.59 vs. CNPFX (13.02). CNPFX return over 5 years is better than : 18.03 vs. BGAFX (-12.78).
| BGAFX | CNPFX | BGAFX / CNPFX | |
| Total Expense Ratio | 1.16 | 0.83 | 140% |
| Annual Report Gross Expense Ratio | 1.22 | 0.83 | 147% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 1.398 | 1.611 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 163B | 0% |
| Annual Yield % from dividends | 0.00 | 1.17 | - |
| Returns for 1 year | 23.59 | 13.02 | 181% |
| Returns for 3 years | 77.66 | 41.75 | 186% |
| Returns for 5 years | -12.78 | 18.03 | -71% |
| Returns for 10 years | 323.62 | 140.44 | 230% |
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