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BGALX vs CNPEX
BGALX vs CNPEX Comparison
Open Charts BGALX vs CNPEX
Baillie Gifford Global Alpha Equities 4
Price$16.65
Change+$0.39 (+2.40%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective 529E
Price$71.48
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets162.86B
BGALX vs CNPEX Comparison Chart in %
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BGALX 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 BGALX is a Buy and CNPEX is a Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. BGALX (715M). BGALX pays higher dividends than CNPEX: BGALX (1.60) vs CNPEX (0.26). BGALX was incepted earlier than CNPEX: BGALX (8 years) vs CNPEX (24 years). CNPEX (1.00) is less costly to investors than BGALX (0.55). BGALX is a more actively managed with annual turnover of: 28.00 vs. CNPEX (24.00). CNPEX has a lower initial minimum investment than BGALX: CNPEX (250) vs BGALX (200000000). CNPEX annual gain was more profitable for investors over the last year : 12.34 vs. BGALX (-13.59). CNPEX return over 5 years is better than : 33.88 vs. BGALX (-17.22).
| BGALX | CNPEX | BGALX / CNPEX | |
| Total Expense Ratio | 0.55 | 1.00 | 55% |
| Annual Report Gross Expense Ratio | 0.55 | 1.00 | 55% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | -4.292 | 18.836 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 200000000 | 250 | 80,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 163B | 0% |
| Annual Yield % from dividends | 1.60 | 0.26 | 626% |
| Returns for 1 year | -13.59 | 12.34 | -110% |
| Returns for 3 years | 23.85 | 61.05 | 39% |
| Returns for 5 years | -17.22 | 33.88 | -51% |
| Returns for 10 years | N/A | 101.09 | - |
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