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BAFLX vs RNPEX
BAFLX vs RNPEX Comparison
Open Charts BAFLX vs RNPEX
Brown Advisory Global Leaders Instl
Price$28.12
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets2.22B
American Funds New Perspective R4
Price$62.30
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets142.07B
BAFLX vs RNPEX Comparison Chart
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BAFLX vs. RNPEX commentary
May 10, 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 RNPEX is a Buy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 142B vs. BAFLX (2.22B). RNPEX pays higher dividends than BAFLX: RNPEX (0.55) vs BAFLX (0.51). BAFLX was incepted earlier than RNPEX: BAFLX (7 years) vs RNPEX (23 years). BAFLX (0.76) and RNPEX (0.76) have similar cost to investors . RNPEX is a more actively managed with annual turnover of: 24.00 vs. BAFLX (15.00). RNPEX has a lower initial minimum investment than BAFLX: RNPEX (250) vs BAFLX (1000000). BAFLX annual gain was more profitable for investors over the last year : 11.58 vs. RNPEX (5.27). BAFLX return over 5 years is better than : 87.24 vs. RNPEX (46.39).
| BAFLX | RNPEX | BAFLX / RNPEX | |
| Total Expense Ratio | 0.76 | 0.76 | 100% |
| Annual Report Gross Expense Ratio | 0.76 | 0.76 | 100% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 4.549 | 2.282 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.22B | 142B | 2% |
| Annual Yield % from dividends | 0.51 | 0.55 | 94% |
| Returns for 1 year | 11.58 | 5.27 | 220% |
| Returns for 3 years | 50.88 | 27.41 | 186% |
| Returns for 5 years | 87.24 | 46.39 | 188% |
| Returns for 10 years | N/A | 64.04 | - |
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