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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$68.87
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets158.35B
BGALX vs CNPEX Comparison Chart in %
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BGALX vs. CNPEX commentary
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 158B vs. BGALX (715M). BGALX pays higher dividends than CNPEX: BGALX (1.60) vs CNPEX (0.27). BGALX was incepted earlier than CNPEX: BGALX (8 years) vs CNPEX (23 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 : 16.60 vs. BGALX (-6.44). CNPEX return over 5 years is better than : 41.41 vs. BGALX (-9.25).
| 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 | 23 years | - |
| Gain YTD | -4.292 | 14.497 | -30% |
| 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 | 158B | 0% |
| Annual Yield % from dividends | 1.60 | 0.27 | 596% |
| Returns for 1 year | -6.44 | 16.60 | -39% |
| Returns for 3 years | 15.09 | 44.61 | 34% |
| Returns for 5 years | -9.25 | 41.41 | -22% |
| Returns for 10 years | N/A | 89.00 | - |