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CNPEX vs ESGYX
CNPEX vs ESGYX Comparison
Open Charts CNPEX vs ESGYX
American Funds New Perspective 529E
Price$69.51
Change+$0.32 (+0.46%)
VolumeN/A
Net Assets158.47B
Mirova Global Megatrends Y
Price$21.69
Change+$0.13 (+0.60%)
VolumeN/A
Net Assets950.28M
CNPEX vs ESGYX Comparison Chart in %
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CNPEX vs. ESGYX commentary
Sep 06, 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 CNPEX is a Buy and ESGYX is a Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 158B vs. ESGYX (950M). ESGYX pays higher dividends than CNPEX: ESGYX (0.31) vs CNPEX (0.26). CNPEX was incepted earlier than ESGYX: CNPEX (24 years) vs ESGYX (9 years). CNPEX (1.00) and ESGYX (0.99) have similar cost to investors . CNPEX is a more actively managed with annual turnover of: 24.00 vs. ESGYX (18.00). CNPEX has a lower initial minimum investment than ESGYX: CNPEX (250) vs ESGYX (100000). CNPEX annual gain was more profitable for investors over the last year : 14.20 vs. ESGYX (3.24). CNPEX return over 5 years is better than : 33.41 vs. ESGYX (27.01).
| CNPEX | ESGYX | CNPEX / ESGYX | |
| Total Expense Ratio | 1.00 | 0.95 | 105% |
| Annual Report Gross Expense Ratio | 1.00 | 0.99 | 101% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 15.029 | 8.018 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 950M | 16,632% |
| Annual Yield % from dividends | 0.26 | 0.31 | 85% |
| Returns for 1 year | 14.20 | 3.24 | 438% |
| Returns for 3 years | 47.57 | 48.32 | 98% |
| Returns for 5 years | 33.41 | 27.01 | 124% |
| Returns for 10 years | 99.94 | N/A | - |