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BGALX vs CNPAX
BGALX vs CNPAX Comparison
Open Charts BGALX vs CNPAX
Baillie Gifford Global Alpha Equities 4
Price$16.65
Change+$0.39 (+2.40%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective 529A
Price$68.93
Change+$0.38 (+0.55%)
VolumeN/A
Net Assets156.22B
BGALX vs CNPAX Comparison Chart in %
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BGALX vs. CNPAX commentary
Jul 07, 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 BGALX is a StrongBuy and CNPAX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 156B vs. BGALX (715M). BGALX pays higher dividends than CNPAX: BGALX (1.60) vs CNPAX (0.49). BGALX was incepted earlier than CNPAX: BGALX (8 years) vs CNPAX (23 years). CNPAX (0.77) is less costly to investors than BGALX (0.55). BGALX is a more actively managed with annual turnover of: 28.00 vs. CNPAX (24.00). CNPAX has a lower initial minimum investment than BGALX: CNPAX (250) vs BGALX (200000000). CNPAX annual gain was more profitable for investors over the last year : 11.17 vs. BGALX (-9.51). CNPAX return over 5 years is better than : 46.68 vs. BGALX (-5.61).
| BGALX | CNPAX | BGALX / CNPAX | |
| Total Expense Ratio | 0.55 | 0.77 | 71% |
| Annual Report Gross Expense Ratio | 0.55 | 0.77 | 71% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | -4.292 | 12.944 | -33% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 200000000 | 250 | 80,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 156B | 0% |
| Annual Yield % from dividends | 1.60 | 0.49 | 330% |
| Returns for 1 year | -9.51 | 11.17 | -85% |
| Returns for 3 years | 16.42 | 47.11 | 35% |
| Returns for 5 years | -5.61 | 46.68 | -12% |
| Returns for 10 years | N/A | 94.63 | - |
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