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BGAIX vs CNPAX
BGAIX vs CNPAX Comparison
Open Charts BGAIX vs CNPAX
Baron Global Opportunity Institutional
Price$51.40
Change+$2.48 (+5.07%)
VolumeN/A
Net Assets762.69M
American Funds New Perspective 529A
Price$70.41
Change-$2.56 (-3.51%)
VolumeN/A
Net Assets162.72B
BGAIX vs CNPAX Comparison Chart in %
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BGAIX vs. CNPAX commentary
Feb 05, 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 BGAIX is a Hold and CNPAX is a Hold.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 163B vs. BGAIX (763M). CNPAX pays higher dividends than BGAIX: CNPAX (0.99) vs BGAIX (0.19). BGAIX was incepted earlier than CNPAX: BGAIX (14 years) vs CNPAX (24 years). BGAIX (0.96) is less costly to investors than CNPAX (0.74). CNPAX is a more actively managed with annual turnover of: 23.00 vs. BGAIX (8.00). CNPAX has a lower initial minimum investment than BGAIX: CNPAX (250) vs BGAIX (1000000). BGAIX annual gain was more profitable for investors over the last year : 23.68 vs. CNPAX (12.85). CNPAX return over 5 years is better than : 17.17 vs. BGAIX (-11.80).
| BGAIX | CNPAX | BGAIX / CNPAX | |
| Total Expense Ratio | 0.91 | 0.74 | 123% |
| Annual Report Gross Expense Ratio | 0.96 | 0.74 | 130% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 1.441 | 1.602 | 90% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 163B | 0% |
| Annual Yield % from dividends | 0.19 | 0.99 | 20% |
| Returns for 1 year | 23.68 | 12.85 | 184% |
| Returns for 3 years | 78.69 | 41.12 | 191% |
| Returns for 5 years | -11.80 | 17.17 | -69% |
| Returns for 10 years | 333.13 | 136.09 | 245% |
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