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BAFLX vs CNPEX
BAFLX vs CNPEX Comparison
Open Charts BAFLX vs CNPEX
Brown Advisory Global Leaders Instl
Price$30.06
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets2.42B
American Funds New Perspective 529E
Price$68.27
Change-$0.37 (-0.54%)
VolumeN/A
Net Assets157.81B
BAFLX vs CNPEX Comparison Chart in %
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BAFLX vs. CNPEX commentary
Jul 31, 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: 158B vs. BAFLX (2.42B). BAFLX pays higher dividends than CNPEX: BAFLX (0.47) 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 : 16.89 vs. CNPEX (14.27). BAFLX return over 5 years is better than : 77.14 vs. CNPEX (38.00).
| 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 | 12.081 | 13.500 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.42B | 158B | 2% |
| Annual Yield % from dividends | 0.47 | 0.27 | 175% |
| Returns for 1 year | 16.89 | 14.27 | 118% |
| Returns for 3 years | 54.28 | 36.35 | 149% |
| Returns for 5 years | 77.14 | 38.00 | 203% |
| Returns for 10 years | N/A | 85.45 | - |
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