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BAFLX vs CNPEX
BAFLX vs CNPEX Comparison
Open Charts BAFLX vs CNPEX
Brown Advisory Global Leaders Instl
Price$29.22
Change-$0.56 (-1.88%)
VolumeN/A
Net Assets2.34B
American Funds New Perspective 529E
Price$65.30
Change-$0.78 (-1.18%)
VolumeN/A
Net Assets150.58B
BAFLX vs CNPEX Comparison Chart
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BAFLX vs. CNPEX commentary
Jun 15, 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: 151B vs. BAFLX (2.34B). BAFLX pays higher dividends than CNPEX: BAFLX (0.48) vs CNPEX (0.28). 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 : 14.60 vs. CNPEX (8.49). BAFLX return over 5 years is better than : 85.23 vs. CNPEX (46.81).
| 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 | 8.949 | 8.562 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.34B | 151B | 2% |
| Annual Yield % from dividends | 0.48 | 0.28 | 171% |
| Returns for 1 year | 14.60 | 8.49 | 172% |
| Returns for 3 years | 63.95 | 42.57 | 150% |
| Returns for 5 years | 85.23 | 46.81 | 182% |
| Returns for 10 years | N/A | 79.11 | - |
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