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BAFLX vs CNPEX
BAFLX vs CNPEX Comparison
Open Charts BAFLX vs CNPEX
Brown Advisory Global Leaders Instl
Price$30.24
Change+$0.22 (+0.73%)
VolumeN/A
Net Assets2.48B
American Funds New Perspective 529E
Price$71.48
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets162.58B
BAFLX vs CNPEX Comparison Chart in %
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BAFLX vs. CNPEX commentary
Oct 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 BAFLX is a Buy and CNPEX is a Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. BAFLX (2.48B). BAFLX pays higher dividends than CNPEX: BAFLX (0.47) vs CNPEX (0.26). BAFLX was incepted earlier than CNPEX: BAFLX (7 years) vs CNPEX (24 years). CNPEX (1.00) is less costly to investors than BAFLX (0.76). CNPEX is a more actively managed with annual turnover of: 24.00 vs. BAFLX (22.00). CNPEX has a lower initial minimum investment than BAFLX: CNPEX (250) vs BAFLX (1000000). CNPEX annual gain was more profitable for investors over the last year : 12.13 vs. BAFLX (9.61). BAFLX return over 5 years is better than : 65.81 vs. CNPEX (33.64).
| BAFLX | CNPEX | BAFLX / CNPEX | |
| Total Expense Ratio | 0.76 | 1.00 | 76% |
| Annual Report Gross Expense Ratio | 0.76 | 1.00 | 76% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 11.931 | 18.620 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 163B | 2% |
| Annual Yield % from dividends | 0.47 | 0.26 | 183% |
| Returns for 1 year | 9.61 | 12.13 | 79% |
| Returns for 3 years | 74.05 | 60.76 | 122% |
| Returns for 5 years | 65.81 | 33.64 | 196% |
| Returns for 10 years | N/A | 100.72 | - |
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