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BGAIX vs CNPAX
BGAIX vs CNPAX Comparison
Open Charts BGAIX vs CNPAX
Baron Global Opportunity Institutional
Price$46.90
Change-$1.46 (-3.02%)
VolumeN/A
Net Assets652.08M
American Funds New Perspective 529A
Price$72.76
Change-$1.21 (-1.64%)
VolumeN/A
Net Assets165.22B
BGAIX vs CNPAX Comparison Chart in %
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BGAIX vs. CNPAX commentary
Nov 14, 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 BGAIX is a Hold and CNPAX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 165B vs. BGAIX (652M). CNPAX pays higher dividends than BGAIX: CNPAX (0.45) vs BGAIX (0.00). BGAIX was incepted earlier than CNPAX: BGAIX (14 years) vs CNPAX (24 years). BGAIX (0.96) is less costly to investors than CNPAX (0.77). CNPAX is a more actively managed with annual turnover of: 24.00 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 : 20.04 vs. CNPAX (12.99). CNPAX return over 5 years is better than : 32.52 vs. BGAIX (0.47).
| BGAIX | CNPAX | BGAIX / CNPAX | |
| Total Expense Ratio | 0.91 | 0.77 | 118% |
| Annual Report Gross Expense Ratio | 0.96 | 0.77 | 125% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 17.807 | 19.220 | 93% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 652M | 165B | 0% |
| Annual Yield % from dividends | 0.00 | 0.45 | - |
| Returns for 1 year | 20.04 | 12.99 | 154% |
| Returns for 3 years | 67.68 | 50.57 | 134% |
| Returns for 5 years | 0.47 | 32.52 | 1% |
| Returns for 10 years | 240.09 | 104.41 | 230% |
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