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BGAIX vs CNPEX
BGAIX vs CNPEX Comparison
Open Charts BGAIX vs CNPEX
Baron Global Opportunity Institutional
Price$50.93
Change-$0.51 (-0.99%)
VolumeN/A
Net Assets750.06M
American Funds New Perspective 529E
Price$69.75
Change-$0.43 (-0.61%)
VolumeN/A
Net Assets162.72B
BGAIX vs CNPEX Comparison Chart in %
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BGAIX vs. CNPEX commentary
Jan 15, 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 CNPEX is a Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. BGAIX (750M). CNPEX pays higher dividends than BGAIX: CNPEX (0.78) vs BGAIX (0.19). 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 : 28.47 vs. CNPEX (17.63). CNPEX return over 5 years is better than : 18.71 vs. BGAIX (-5.64).
| 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 | 0.513 | 2.213 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 750M | 163B | 0% |
| Annual Yield % from dividends | 0.19 | 0.78 | 25% |
| Returns for 1 year | 28.47 | 17.63 | 161% |
| Returns for 3 years | 95.14 | 45.40 | 210% |
| Returns for 5 years | -5.64 | 18.71 | -30% |
| Returns for 10 years | 316.56 | 128.69 | 246% |
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