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CNPAX vs IVIYX
CNPAX vs IVIYX Comparison
Open Charts CNPAX vs IVIYX
American Funds New Perspective 529A
Price$71.09
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets158.87B
Macquarie Global Growth Fund
Price$40.55
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets872.59M
CNPAX vs IVIYX Comparison Chart in %
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CNPAX vs. IVIYX commentary
Nov 20, 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 IVIYX is a Hold.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 159B vs. IVIYX (873M). CNPAX pays higher dividends than IVIYX: CNPAX (0.45) vs IVIYX (0.22). CNPAX was incepted earlier than IVIYX: CNPAX (24 years) vs IVIYX (22 years). IVIYX (1.31) is less costly to investors than CNPAX (0.77). IVIYX is a more actively managed with annual turnover of: 55.00 vs. CNPAX (24.00). IVIYX has a lower initial minimum investment than CNPAX: IVIYX (0) vs CNPAX (250). CNPAX annual gain was more profitable for investors over the last year : 11.66 vs. IVIYX (8.95). CNPAX return over 5 years is better than : 27.82 vs. IVIYX (-23.48).
| CNPAX | IVIYX | CNPAX / IVIYX | |
| Total Expense Ratio | 0.77 | 1.10 | 70% |
| Annual Report Gross Expense Ratio | 0.77 | 1.31 | 59% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 16.484 | 13.936 | 118% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 873M | 18,213% |
| Annual Yield % from dividends | 0.45 | 0.22 | 208% |
| Returns for 1 year | 11.66 | 8.95 | 130% |
| Returns for 3 years | 47.09 | -17.18 | -274% |
| Returns for 5 years | 27.82 | -23.48 | -118% |
| Returns for 10 years | 95.85 | -2.78 | -3,450% |
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