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CNPAX vs IVINX
CNPAX vs IVINX Comparison
Open Charts CNPAX vs IVINX
American Funds New Perspective 529A
Price$69.28
Change+$0.54 (+0.79%)
VolumeN/A
Net Assets156.62B
Macquarie Global Growth Fund
Price$39.65
Change+$0.24 (+0.61%)
VolumeN/A
Net Assets911.34M
CNPAX vs IVINX Comparison Chart in %
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CNPAX vs. IVINX commentary
Aug 08, 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 CNPAX is a Hold and IVINX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 157B vs. IVINX (911M). CNPAX pays higher dividends than IVINX: CNPAX (0.48) vs IVINX (0.22). CNPAX was incepted earlier than IVINX: CNPAX (23 years) vs IVINX (39 years). IVINX (1.19) is less costly to investors than CNPAX (0.77). IVINX is a more actively managed with annual turnover of: 55.00 vs. CNPAX (24.00). IVINX initial investment is less costly to investors than CNPAX (4%) vs CNPAX (4%). CNPAX has a lower initial minimum investment than IVINX: CNPAX (250) vs IVINX (1000). CNPAX annual gain was more profitable for investors over the last year : 18.56 vs. IVINX (16.83). CNPAX return over 5 years is better than : 38.09 vs. IVINX (-20.10).
| CNPAX | IVINX | CNPAX / IVINX | |
| Total Expense Ratio | 0.77 | 1.10 | 70% |
| Annual Report Gross Expense Ratio | 0.77 | 1.19 | 65% |
| Fund Existence | 23 years | 39 years | - |
| Gain YTD | 13.518 | 12.578 | 107% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157B | 911M | 17,234% |
| Annual Yield % from dividends | 0.48 | 0.22 | 220% |
| Returns for 1 year | 18.56 | 16.83 | 110% |
| Returns for 3 years | 37.15 | -19.32 | -192% |
| Returns for 5 years | 38.09 | -20.10 | -189% |
| Returns for 10 years | 91.75 | -6.20 | -1,480% |
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