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BGLUX vs CNPEX
BGLUX vs CNPEX Comparison
Open Charts BGLUX vs CNPEX
Baron Global Opportunity R6
Price$51.52
Change+$2.48 (+5.06%)
VolumeN/A
Net Assets762.69M
American Funds New Perspective 529E
Price$69.32
Change-$2.47 (-3.44%)
VolumeN/A
Net Assets162.72B
BGLUX vs CNPEX Comparison Chart in %
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BGLUX vs. CNPEX commentary
Feb 05, 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 BGLUX is a Hold and CNPEX is a Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. BGLUX (763M). CNPEX pays higher dividends than BGLUX: CNPEX (0.76) vs BGLUX (0.19). BGLUX was incepted earlier than CNPEX: BGLUX (9 years) vs CNPEX (24 years). CNPEX (0.98) and BGLUX (0.96) have similar cost to investors . CNPEX is a more actively managed with annual turnover of: 23.00 vs. BGLUX (8.00). CNPEX has a lower initial minimum investment than BGLUX: CNPEX (250) vs BGLUX (5000000). BGLUX annual gain was more profitable for investors over the last year : 23.91 vs. CNPEX (12.48). CNPEX return over 5 years is better than : 15.40 vs. BGLUX (-11.64).
| BGLUX | CNPEX | BGLUX / CNPEX | |
| Total Expense Ratio | 0.91 | 0.98 | 93% |
| Annual Report Gross Expense Ratio | 0.96 | 0.98 | 98% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 1.417 | 1.583 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 163B | 0% |
| Annual Yield % from dividends | 0.19 | 0.76 | 25% |
| Returns for 1 year | 23.91 | 12.48 | 192% |
| Returns for 3 years | 78.99 | 39.84 | 198% |
| Returns for 5 years | -11.64 | 15.40 | -76% |
| Returns for 10 years | N/A | 129.44 | - |
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