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BAFLX vs CNPEX
BAFLX vs CNPEX Comparison
Open Charts BAFLX vs CNPEX
Brown Advisory Global Leaders Instl
Price$30.07
Change-$0.11 (-0.36%)
VolumeN/A
Net Assets2.44B
American Funds New Perspective 529E
Price$69.31
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
BAFLX vs CNPEX Comparison Chart in %
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BAFLX vs. CNPEX commentary
Aug 17, 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: 159B vs. BAFLX (2.44B). BAFLX pays higher dividends than CNPEX: BAFLX (0.48) vs CNPEX (0.27). 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 : 14.80 vs. CNPEX (13.24). BAFLX return over 5 years is better than : 74.36 vs. CNPEX (37.07).
| 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 | 12.118 | 15.229 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.44B | 159B | 2% |
| Annual Yield % from dividends | 0.48 | 0.27 | 178% |
| Returns for 1 year | 14.80 | 13.24 | 112% |
| Returns for 3 years | 49.47 | 34.13 | 145% |
| Returns for 5 years | 74.36 | 37.07 | 201% |
| Returns for 10 years | N/A | 89.91 | - |