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BGATX vs CNPEX
BGATX vs CNPEX Comparison
Open Charts BGATX vs CNPEX
Baillie Gifford Global Alpha Equities 2
Price$18.78
Change+$0.16 (+0.86%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective 529E
Price$69.84
Change+$0.33 (+0.47%)
VolumeN/A
Net Assets159.21B
BGATX vs CNPEX Comparison Chart in %
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BGATX vs. CNPEX commentary
Sep 09, 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 CNPEX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 159B vs. BGATX (715M). BGATX pays higher dividends than CNPEX: BGATX (1.23) vs CNPEX (0.26). BGATX was incepted earlier than CNPEX: BGATX (11 years) vs CNPEX (24 years). CNPEX (1.00) is less costly to investors than BGATX (0.65). BGATX is a more actively managed with annual turnover of: 28.00 vs. CNPEX (24.00). CNPEX has a lower initial minimum investment than BGATX: CNPEX (250) vs BGATX (25000000). CNPEX annual gain was more profitable for investors over the last year : 17.29 vs. BGATX (11.78). CNPEX return over 5 years is better than : 36.03 vs. BGATX (4.72).
| BGATX | CNPEX | BGATX / CNPEX | |
| Total Expense Ratio | 0.65 | 1.00 | 65% |
| Annual Report Gross Expense Ratio | 0.65 | 1.00 | 65% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 16.110 | 16.110 | 100% |
| Front Load | N/A | N/A | - |
| 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 | 1.23 | 0.26 | 468% |
| Returns for 1 year | 11.78 | 17.29 | 68% |
| Returns for 3 years | 32.70 | 42.37 | 77% |
| Returns for 5 years | 4.72 | 36.03 | 13% |
| Returns for 10 years | 52.59 | 101.65 | 52% |
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