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BGAIX vs CNPEX
BGAIX vs CNPEX Comparison
Open Charts BGAIX vs CNPEX
Baron Global Opportunity Institutional
Price$47.58
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets665.32M
American Funds New Perspective 529E
Price$71.48
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets162.86B
BGAIX vs CNPEX Comparison Chart in %
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BGAIX vs. CNPEX commentary
Oct 19, 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 CNPEX is a Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. BGAIX (665M). CNPEX pays higher dividends than BGAIX: CNPEX (0.26) vs BGAIX (0.00). BGAIX was incepted earlier than CNPEX: BGAIX (13 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 : 30.18 vs. CNPEX (12.34). CNPEX return over 5 years is better than : 33.88 vs. BGAIX (0.44).
| BGAIX | CNPEX | BGAIX / CNPEX | |
| Total Expense Ratio | 0.91 | 1.00 | 91% |
| Annual Report Gross Expense Ratio | 0.96 | 1.00 | 96% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 19.518 | 18.836 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 665M | 163B | 0% |
| Annual Yield % from dividends | 0.00 | 0.26 | - |
| Returns for 1 year | 30.18 | 12.34 | 245% |
| Returns for 3 years | 74.54 | 61.05 | 122% |
| Returns for 5 years | 0.44 | 33.88 | 1% |
| Returns for 10 years | 255.34 | 101.09 | 253% |
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