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BGATX vs CNPAX
BGATX vs CNPAX Comparison
Open Charts BGATX vs CNPAX
Baillie Gifford Global Alpha Equities 2
Price$18.61
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective 529A
Price$70.42
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
BGATX vs CNPAX Comparison Chart in %
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BGATX vs. CNPAX commentary
Aug 18, 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 BGATX is a Buy and CNPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 159B vs. BGATX (715M). BGATX pays higher dividends than CNPAX: BGATX (1.26) vs CNPAX (0.48). BGATX was incepted earlier than CNPAX: BGATX (11 years) vs CNPAX (24 years). CNPAX (0.77) is less costly to investors than BGATX (0.65). BGATX is a more actively managed with annual turnover of: 28.00 vs. CNPAX (24.00). CNPAX has a lower initial minimum investment than BGATX: CNPAX (250) vs BGATX (25000000). CNPAX annual gain was more profitable for investors over the last year : 13.57 vs. BGATX (7.53). CNPAX return over 5 years is better than : 39.09 vs. BGATX (3.60).
| BGATX | CNPAX | BGATX / CNPAX | |
| Total Expense Ratio | 0.65 | 0.77 | 84% |
| Annual Report Gross Expense Ratio | 0.65 | 0.77 | 84% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 15.066 | 15.386 | 98% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 159B | 0% |
| Annual Yield % from dividends | 1.26 | 0.48 | 260% |
| Returns for 1 year | 7.53 | 13.57 | 56% |
| Returns for 3 years | 23.81 | 35.29 | 67% |
| Returns for 5 years | 3.60 | 39.09 | 9% |
| Returns for 10 years | 42.59 | 95.36 | 45% |
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