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CNPAX vs IVIYX
CNPAX vs IVIYX Comparison
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CNPAX vs IVIYX Comparison Chart in %
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CNPAX vs. IVIYX commentary
Jun 04, 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 CNPAX is a Hold and IVIYX is a Hold.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 164B vs. IVIYX (899M). CNPAX pays higher dividends than IVIYX: CNPAX (0.95) vs IVIYX (0.00). CNPAX was incepted earlier than IVIYX: CNPAX (24 years) vs IVIYX (23 years). IVIYX (1.31) is less costly to investors than CNPAX (0.74). IVIYX is a more actively managed with annual turnover of: 55.00 vs. CNPAX (23.00). 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 : 13.85 vs. IVIYX (9.23). CNPAX return over 5 years is better than : 19.97 vs. IVIYX (-29.23).
| CNPAX | IVIYX | CNPAX / IVIYX | |
| Total Expense Ratio | 0.74 | 1.10 | 67% |
| Annual Report Gross Expense Ratio | 0.74 | 1.31 | 56% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 7.244 | 8.489 | 85% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 899M | 18,242% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | 13.85 | 9.23 | 150% |
| Returns for 3 years | 44.05 | 40.13 | 110% |
| Returns for 5 years | 19.97 | -29.23 | -68% |
| Returns for 10 years | 123.05 | 6.57 | 1,874% |
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