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BGAKX vs CNPEX
BGAKX vs CNPEX Comparison
Open Charts BGAKX vs CNPEX
Baillie Gifford Global Alpha Equities K
Price$19.09
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective 529E
Price$71.48
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets162.86B
BGAKX vs CNPEX Comparison Chart in %
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BGAKX 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 BGAKX is a Buy and CNPEX is a Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. BGAKX (715M). BGAKX pays higher dividends than CNPEX: BGAKX (1.25) vs CNPEX (0.26). BGAKX was incepted earlier than CNPEX: BGAKX (8 years) vs CNPEX (24 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 : 12.34 vs. BGAKX (6.64). CNPEX return over 5 years is better than : 33.88 vs. BGAKX (0.41).
| 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 | 24 years | - |
| Gain YTD | 18.867 | 18.836 | 100% |
| 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 | 163B | 0% |
| Annual Yield % from dividends | 1.25 | 0.26 | 486% |
| Returns for 1 year | 6.64 | 12.34 | 54% |
| Returns for 3 years | 52.18 | 61.05 | 85% |
| Returns for 5 years | 0.41 | 33.88 | 1% |
| Returns for 10 years | N/A | 101.09 | - |
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