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BGAKX vs CNPEX
BGAKX vs CNPEX Comparison
Open Charts BGAKX vs CNPEX
Baillie Gifford Global Alpha Equities K
Price$18.48
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective 529E
Price$69.31
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
BGAKX vs CNPEX Comparison Chart in %
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BGAKX vs. CNPEX commentary
Aug 18, 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 BGAKX is a Buy and CNPEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 159B vs. BGAKX (715M). BGAKX pays higher dividends than CNPEX: BGAKX (1.31) vs CNPEX (0.27). BGAKX was incepted earlier than CNPEX: BGAKX (8 years) vs CNPEX (23 years). CNPEX (1.00) is less costly to investors than BGAKX (0.65). BGAKX is a more actively managed with annual turnover of: 28.00 vs. CNPEX (24.00). CNPEX has a lower initial minimum investment than BGAKX: CNPEX (250) vs BGAKX (10000000). CNPEX annual gain was more profitable for investors over the last year : 13.24 vs. BGAKX (7.44). CNPEX return over 5 years is better than : 37.07 vs. BGAKX (3.42).
| BGAKX | CNPEX | BGAKX / CNPEX | |
| Total Expense Ratio | 0.65 | 1.00 | 65% |
| Annual Report Gross Expense Ratio | 0.65 | 1.00 | 65% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 15.068 | 15.229 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 250 | 4,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 159B | 0% |
| Annual Yield % from dividends | 1.31 | 0.27 | 489% |
| Returns for 1 year | 7.44 | 13.24 | 56% |
| Returns for 3 years | 23.69 | 34.13 | 69% |
| Returns for 5 years | 3.42 | 37.07 | 9% |
| Returns for 10 years | N/A | 89.91 | - |
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