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BGAIX vs CNPFX
BGAIX vs CNPFX Comparison
Open Charts BGAIX vs CNPFX
Baron Global Opportunity Institutional
Price$51.40
Change+$2.48 (+5.07%)
VolumeN/A
Net Assets762.69M
American Funds New Perspective 529F
Price$70.01
Change-$2.66 (-3.66%)
VolumeN/A
Net Assets162.72B
BGAIX vs CNPFX Comparison Chart in %
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BGAIX vs. CNPFX commentary
Feb 04, 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 CNPFX is a Hold.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 163B vs. BGAIX (763M). CNPFX pays higher dividends than BGAIX: CNPFX (1.17) vs BGAIX (0.19). BGAIX was incepted earlier than CNPFX: BGAIX (14 years) vs CNPFX (23 years). BGAIX (0.96) is less costly to investors than CNPFX (0.83). CNPFX is a more actively managed with annual turnover of: 23.00 vs. BGAIX (8.00). CNPFX has a lower initial minimum investment than BGAIX: CNPFX (250) vs BGAIX (1000000). BGAIX annual gain was more profitable for investors over the last year : 23.68 vs. CNPFX (13.02). CNPFX return over 5 years is better than : 18.03 vs. BGAIX (-11.80).
| BGAIX | CNPFX | BGAIX / CNPFX | |
| Total Expense Ratio | 0.91 | 0.83 | 110% |
| Annual Report Gross Expense Ratio | 0.96 | 0.83 | 116% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 1.441 | 1.611 | 89% |
| Front Load | N/A | N/A | - |
| 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 | 1.17 | 17% |
| Returns for 1 year | 23.68 | 13.02 | 182% |
| Returns for 3 years | 78.69 | 41.75 | 188% |
| Returns for 5 years | -11.80 | 18.03 | -65% |
| Returns for 10 years | 333.13 | 140.44 | 237% |
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