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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$67.86
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets156.22B
BGALX vs CNPEX Comparison Chart in %
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BGALX vs. CNPEX 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 CNPEX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 156B 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 : 10.83 vs. BGALX (-9.51). CNPEX return over 5 years is better than : 44.54 vs. BGALX (-5.61).
| 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 | 12.818 | -33% |
| 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 | 156B | 0% |
| Annual Yield % from dividends | 1.60 | 0.27 | 596% |
| Returns for 1 year | -9.51 | 10.83 | -88% |
| Returns for 3 years | 16.42 | 45.84 | 36% |
| Returns for 5 years | -5.61 | 44.54 | -13% |
| Returns for 10 years | N/A | 89.22 | - |
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