CNPEX
Price
$65.30
Change
-$0.78 (-1.18%)
Updated
Jun 13 closing price
Net Assets
150.58B
ESGYX
Price
$21.01
Change
-$0.35 (-1.64%)
Updated
Jun 13 closing price
Net Assets
892.1M
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CNPEX vs ESGYX

Header iconCNPEX vs ESGYX Comparison
Open Charts CNPEX vs ESGYXBanner chart's image
American Funds New Perspective 529E
Price$65.30
Change-$0.78 (-1.18%)
VolumeN/A
Net Assets150.58B
Mirova Global Megatrends Y
Price$21.01
Change-$0.35 (-1.64%)
VolumeN/A
Net Assets892.1M
CNPEX vs ESGYX Comparison Chart
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CNPEX vs. ESGYX commentary
Jun 15, 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.

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FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 151B vs. ESGYX (892M). ESGYX pays higher dividends than CNPEX: ESGYX (0.32) vs CNPEX (0.28). CNPEX was incepted earlier than ESGYX: CNPEX (23 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 : 8.49 vs. ESGYX (1.50). CNPEX return over 5 years is better than : 46.81 vs. ESGYX (38.11).
CNPEXESGYXCNPEX / ESGYX
Total Expense Ratio1.000.95105%
Annual Report Gross Expense Ratio1.000.99101%
Fund Existence23 years9 years-
Gain YTD8.5624.631185%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets151B892M16,928%
Annual Yield % from dividends0.280.3287%
Returns for 1 year8.491.50566%
Returns for 3 years42.5746.4492%
Returns for 5 years46.8138.11123%
Returns for 10 years79.11N/A-
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