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BGAIX vs CNPEX
BGAIX vs CNPEX Comparison
Open Charts BGAIX vs CNPEX
Baron Global Opportunity Institutional
Price$51.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets739.21M
American Funds New Perspective 529E
Price$68.75
Change+$0.09 (+0.13%)
VolumeN/A
Net Assets162.64B
BGAIX vs CNPEX Comparison Chart in %
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BGAIX vs. CNPEX commentary
Dec 26, 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 Buy and CNPEX is a Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. BGAIX (739M). CNPEX pays higher dividends than BGAIX: CNPEX (0.25) vs BGAIX (0.00). BGAIX was incepted earlier than CNPEX: BGAIX (14 years) vs CNPEX (24 years). CNPEX (1.00) and BGAIX (0.96) have similar cost to investors . CNPEX is a more actively managed with annual turnover of: 24.00 vs. BGAIX (8.00). CNPEX has a lower initial minimum investment than BGAIX: CNPEX (250) vs BGAIX (1000000). BGAIX annual gain was more profitable for investors over the last year : 24.86 vs. CNPEX (11.63). CNPEX return over 5 years is better than : 20.23 vs. BGAIX (-4.07).
| BGAIX | CNPEX | BGAIX / CNPEX | |
| Total Expense Ratio | 0.91 | 1.00 | 91% |
| Annual Report Gross Expense Ratio | 0.96 | 1.00 | 96% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 28.435 | 14.298 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 739M | 163B | 0% |
| Annual Yield % from dividends | 0.00 | 0.25 | - |
| Returns for 1 year | 24.86 | 11.63 | 214% |
| Returns for 3 years | 106.00 | 50.89 | 208% |
| Returns for 5 years | -4.07 | 20.23 | -20% |
| Returns for 10 years | 262.62 | 100.90 | 260% |
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