Interact to see
Advertisement
Advertisement
BGALX vs CNPFX
BGALX vs CNPFX Comparison
Open Charts BGALX vs CNPFX
Baillie Gifford Global Alpha Equities 4
Price$16.65
Change+$0.39 (+2.40%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective 529F
Price$70.01
Change-$2.66 (-3.66%)
VolumeN/A
Net Assets162.72B
BGALX vs CNPFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BGALX vs. CNPFX commentary
Feb 05, 2026
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 CNPFX is a Hold.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 163B vs. BGALX (715M). BGALX pays higher dividends than CNPFX: BGALX (1.60) vs CNPFX (1.17). BGALX was incepted earlier than CNPFX: BGALX (9 years) vs CNPFX (23 years). CNPFX (0.83) is less costly to investors than BGALX (0.55). BGALX is a more actively managed with annual turnover of: 28.00 vs. CNPFX (23.00). CNPFX has a lower initial minimum investment than BGALX: CNPFX (250) vs BGALX (200000000). CNPFX annual gain was more profitable for investors over the last year : 13.02 vs. BGALX (-8.56). CNPFX return over 5 years is better than : 18.03 vs. BGALX (-27.23).
| BGALX | CNPFX | BGALX / CNPFX | |
| Total Expense Ratio | 0.55 | 0.83 | 66% |
| Annual Report Gross Expense Ratio | 0.55 | 0.83 | 66% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 0.000 | 1.611 | - |
| 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 | 1.17 | 137% |
| Returns for 1 year | -8.56 | 13.02 | -66% |
| Returns for 3 years | 5.49 | 41.75 | 13% |
| Returns for 5 years | -27.23 | 18.03 | -151% |
| Returns for 10 years | N/A | 140.44 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DFCA | 50.46 | 0.01 | +0.03% |
| Dimensional California Municipal Bd ETF | |||
| SMCO | 28.60 | -0.06 | -0.22% |
| Hilton Small-MidCap Opportunity ETF | |||
| DUHP | 38.59 | -0.37 | -0.95% |
| Dimensional US High Profitability ETF | |||
| AMZW | 42.56 | -0.83 | -1.91% |
| Roundhill AMZN WeeklyPay ETF | |||
| OILD | 6.64 | -0.63 | -8.67% |
| MicroSectorsTM Ol&Gs E&P -3X Inv Lg ETNs | |||