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BAFLX vs RNPFX
BAFLX vs RNPFX Comparison
Open Charts BAFLX vs RNPFX
Brown Advisory Global Leaders Instl
Price$26.49
Change-$0.55 (-2.03%)
VolumeN/A
Net Assets2.12B
American Funds New Perspective R5
Price$59.13
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
BAFLX vs RNPFX Comparison Chart
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BAFLX vs. RNPFX commentary
Apr 04, 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 RNPFX is a Hold.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 139B vs. BAFLX (2.12B). RNPFX pays higher dividends than BAFLX: RNPFX (0.84) vs BAFLX (0.53). BAFLX was incepted earlier than RNPFX: BAFLX (6 years) vs RNPFX (23 years). BAFLX (0.76) is less costly to investors than RNPFX (0.46). RNPFX is a more actively managed with annual turnover of: 24.00 vs. BAFLX (15.00). RNPFX has a lower initial minimum investment than BAFLX: RNPFX (250) vs BAFLX (1000000). BAFLX annual gain was more profitable for investors over the last year : 7.30 vs. RNPFX (2.65). BAFLX return over 5 years is better than : 107.98 vs. RNPFX (70.60).
| BAFLX | RNPFX | BAFLX / RNPFX | |
| Total Expense Ratio | 0.76 | 0.46 | 165% |
| Annual Report Gross Expense Ratio | 0.76 | 0.46 | 165% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 0.820 | -0.741 | -111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 139B | 2% |
| Annual Yield % from dividends | 0.53 | 0.84 | 63% |
| Returns for 1 year | 7.30 | 2.65 | 275% |
| Returns for 3 years | 22.86 | 3.11 | 734% |
| Returns for 5 years | 107.98 | 70.60 | 153% |
| Returns for 10 years | N/A | 64.56 | - |