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BAFLX vs CNPEX
BAFLX vs CNPEX Comparison
Open Charts BAFLX vs CNPEX
Brown Advisory Global Leaders Instl
Price$29.01
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets2.33B
American Funds New Perspective 529E
Price$63.84
Change+$0.05 (+0.08%)
VolumeN/A
Net Assets149.21B
BAFLX vs CNPEX Comparison Chart
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BAFLX vs. CNPEX 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 CNPEX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 149B vs. BAFLX (2.33B). BAFLX pays higher dividends than CNPEX: BAFLX (0.51) vs CNPEX (0.30). BAFLX was incepted earlier than CNPEX: BAFLX (7 years) vs CNPEX (23 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 (15.00). CNPEX has a lower initial minimum investment than BAFLX: CNPEX (250) vs BAFLX (1000000). BAFLX annual gain was more profitable for investors over the last year : 14.03 vs. CNPEX (6.54). BAFLX return over 5 years is better than : 94.18 vs. CNPEX (48.96).
| 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 | 23 years | - |
| Gain YTD | 9.210 | 6.052 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.33B | 149B | 2% |
| Annual Yield % from dividends | 0.51 | 0.30 | 171% |
| Returns for 1 year | 14.03 | 6.54 | 214% |
| Returns for 3 years | 56.11 | 31.98 | 175% |
| Returns for 5 years | 94.18 | 48.96 | 192% |
| Returns for 10 years | N/A | 71.45 | - |
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