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CCGIX vs CNPEX
CCGIX vs CNPEX Comparison
Open Charts CCGIX vs CNPEX
Baird Chautauqua Global Growth Instl
Price$26.16
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets415.08M
American Funds New Perspective 529E
Price$68.55
Change+$0.20 (+0.29%)
VolumeN/A
Net Assets157.43B
CCGIX vs CNPEX Comparison Chart in %
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CCGIX vs. CNPEX commentary
Aug 12, 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 CCGIX is a Buy and CNPEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 157B vs. CCGIX (415M). CNPEX (0.27) and CCGIX (0.27) have matching dividends . CCGIX was incepted earlier than CNPEX: CCGIX (9 years) vs CNPEX (23 years). CNPEX (1.00) is less costly to investors than CCGIX (0.86). CNPEX is a more actively managed with annual turnover of: 24.00 vs. CCGIX (15.00). CNPEX has a lower initial minimum investment than CCGIX: CNPEX (250) vs CCGIX (10000). CNPEX (16.51) and CCGIX (16.14) have marching annual gain over last year. CCGIX return over 5 years is better than : 60.80 vs. CNPEX (36.82).
| CCGIX | CNPEX | CCGIX / CNPEX | |
| Total Expense Ratio | 0.80 | 1.00 | 80% |
| Annual Report Gross Expense Ratio | 0.86 | 1.00 | 86% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 10.707 | 13.965 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 415M | 157B | 0% |
| Annual Yield % from dividends | 0.27 | 0.27 | 99% |
| Returns for 1 year | 16.14 | 16.51 | 98% |
| Returns for 3 years | 42.48 | 37.59 | 113% |
| Returns for 5 years | 60.80 | 36.82 | 165% |
| Returns for 10 years | N/A | 87.43 | - |
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