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BAFLX vs CNPAX
BAFLX vs CNPAX Comparison
Open Charts BAFLX vs CNPAX
Brown Advisory Global Leaders Instl
Price$29.01
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets2.3B
American Funds New Perspective 529A
Price$64.84
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets147.5B
BAFLX vs CNPAX Comparison Chart
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BAFLX vs. CNPAX commentary
May 23, 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 BAFLX is a Buy and CNPAX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 148B vs. BAFLX (2.3B). CNPAX pays higher dividends than BAFLX: CNPAX (0.54) vs BAFLX (0.51). BAFLX was incepted earlier than CNPAX: BAFLX (7 years) vs CNPAX (23 years). CNPAX (0.77) and BAFLX (0.76) have similar cost to investors . CNPAX is a more actively managed with annual turnover of: 24.00 vs. BAFLX (15.00). CNPAX has a lower initial minimum investment than BAFLX: CNPAX (250) vs BAFLX (1000000). BAFLX annual gain was more profitable for investors over the last year : 13.16 vs. CNPAX (7.45). BAFLX return over 5 years is better than : 92.26 vs. CNPAX (51.28).
| BAFLX | CNPAX | BAFLX / CNPAX | |
| Total Expense Ratio | 0.76 | 0.77 | 99% |
| Annual Report Gross Expense Ratio | 0.76 | 0.77 | 99% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 8.128 | 6.243 | 130% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 148B | 2% |
| Annual Yield % from dividends | 0.51 | 0.54 | 95% |
| Returns for 1 year | 13.16 | 7.45 | 177% |
| Returns for 3 years | 52.16 | 31.44 | 166% |
| Returns for 5 years | 92.26 | 51.28 | 180% |
| Returns for 10 years | N/A | 76.53 | - |
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