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BGATX vs CNPAX
BGATX vs CNPAX Comparison
Open Charts BGATX vs CNPAX
Baillie Gifford Global Alpha Equities 2
Price$13.80
Change-$0.09 (-0.65%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective 529A
Price$71.28
Change-$0.30 (-0.42%)
VolumeN/A
Net Assets162.72B
BGATX vs CNPAX Comparison Chart in %
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BGATX vs. CNPAX commentary
Jan 15, 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 BGATX is a Hold and CNPAX is a Hold.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 163B vs. BGATX (715M). BGATX pays higher dividends than CNPAX: BGATX (3.09) vs CNPAX (1.02). 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 : 18.83 vs. BGATX (-11.32). CNPAX return over 5 years is better than : 19.67 vs. BGATX (-32.94).
| 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 | 3.149 | 2.857 | 110% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 163B | 0% |
| Annual Yield % from dividends | 3.09 | 1.02 | 303% |
| Returns for 1 year | -11.32 | 18.83 | -60% |
| Returns for 3 years | -0.56 | 47.65 | -1% |
| Returns for 5 years | -32.94 | 19.67 | -167% |
| Returns for 10 years | 26.11 | 136.85 | 19% |
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