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BAFLX vs CNPEX
BAFLX vs CNPEX Comparison
Open Charts BAFLX vs CNPEX
Brown Advisory Global Leaders Instl
Price$28.61
Change-$1.61 (-5.33%)
VolumeN/A
Net Assets2.59B
American Funds New Perspective 529E
Price$69.32
Change-$2.47 (-3.44%)
VolumeN/A
Net Assets162.72B
BAFLX vs CNPEX Comparison Chart in %
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BAFLX vs. CNPEX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. BAFLX (2.59B). CNPEX pays higher dividends than BAFLX: CNPEX (0.76) vs BAFLX (0.42). BAFLX was incepted earlier than CNPEX: BAFLX (7 years) vs CNPEX (24 years). CNPEX (0.98) is less costly to investors than BAFLX (0.76). CNPEX (23.00) and BAFLX (22.00) have comparable annual turnover. CNPEX has a lower initial minimum investment than BAFLX: CNPEX (250) vs BAFLX (1000000). CNPEX annual gain was more profitable for investors over the last year : 12.48 vs. BAFLX (2.81). BAFLX return over 5 years is better than : 38.48 vs. CNPEX (15.40).
| BAFLX | CNPEX | BAFLX / CNPEX | |
| Total Expense Ratio | 0.76 | 0.98 | 78% |
| Annual Report Gross Expense Ratio | 0.76 | 0.98 | 78% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | -2.054 | 1.583 | -130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.59B | 163B | 2% |
| Annual Yield % from dividends | 0.42 | 0.76 | 56% |
| Returns for 1 year | 2.81 | 12.48 | 23% |
| Returns for 3 years | 42.70 | 39.84 | 107% |
| Returns for 5 years | 38.48 | 15.40 | 250% |
| Returns for 10 years | N/A | 129.44 | - |
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