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BGATX vs CNPFX
BGATX vs CNPFX Comparison
Open Charts BGATX vs CNPFX
Baillie Gifford Global Alpha Equities 2
Price$13.80
Change-$0.09 (-0.65%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective 529F
Price$70.86
Change-$0.31 (-0.44%)
VolumeN/A
Net Assets162.72B
BGATX vs CNPFX Comparison Chart in %
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BGATX vs. CNPFX 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 CNPFX is a Hold.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 163B vs. BGATX (715M). BGATX pays higher dividends than CNPFX: BGATX (3.09) vs CNPFX (1.20). BGATX was incepted earlier than CNPFX: BGATX (11 years) vs CNPFX (23 years). CNPFX (0.84) is less costly to investors than BGATX (0.65). BGATX is a more actively managed with annual turnover of: 28.00 vs. CNPFX (24.00). CNPFX has a lower initial minimum investment than BGATX: CNPFX (250) vs BGATX (25000000). CNPFX annual gain was more profitable for investors over the last year : 18.99 vs. BGATX (-11.32). CNPFX return over 5 years is better than : 20.55 vs. BGATX (-32.94).
| BGATX | CNPFX | BGATX / CNPFX | |
| Total Expense Ratio | 0.65 | 0.84 | 77% |
| Annual Report Gross Expense Ratio | 0.65 | 0.84 | 77% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 3.149 | 2.845 | 111% |
| 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 | 163B | 0% |
| Annual Yield % from dividends | 3.09 | 1.20 | 258% |
| Returns for 1 year | -11.32 | 18.99 | -60% |
| Returns for 3 years | -0.56 | 48.31 | -1% |
| Returns for 5 years | -32.94 | 20.55 | -160% |
| Returns for 10 years | 26.11 | 141.08 | 19% |
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