Interact to see
Advertisement
Advertisement
BGATX vs CNPFX
BGATX vs CNPFX Comparison
Open Charts BGATX vs CNPFX
Baillie Gifford Global Alpha Equities 2
Price$18.61
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets715.2M
American Funds New Perspective 529F
Price$70.11
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
BGATX vs CNPFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BGATX vs. CNPFX 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 CNPFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 159B vs. BGATX (715M). BGATX pays higher dividends than CNPFX: BGATX (1.26) vs CNPFX (0.65). 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 : 13.73 vs. BGATX (7.53). CNPFX return over 5 years is better than : 40.18 vs. BGATX (3.60).
| 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 | 15.066 | 15.502 | 97% |
| 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 | 1.26 | 0.65 | 193% |
| Returns for 1 year | 7.53 | 13.73 | 55% |
| Returns for 3 years | 23.81 | 35.92 | 66% |
| Returns for 5 years | 3.60 | 40.18 | 9% |
| Returns for 10 years | 42.59 | 98.97 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement