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CNPEX vs IVINX
CNPEX vs IVINX Comparison
Open Charts CNPEX vs IVINX
American Funds New Perspective 529E
Price$72.11
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets163.52B
Macquarie Global Growth Fund
Price$41.33
Change+$0.15 (+0.36%)
VolumeN/A
Net Assets893.12M
CNPEX vs IVINX Comparison Chart in %
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CNPEX vs. IVINX commentary
Nov 30, 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 IVINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 164B vs. IVINX (893M). CNPEX pays higher dividends than IVINX: CNPEX (0.25) vs IVINX (0.21). CNPEX was incepted earlier than IVINX: CNPEX (24 years) vs IVINX (40 years). IVINX (1.30) is less costly to investors than CNPEX (1.00). IVINX is a more actively managed with annual turnover of: 55.00 vs. CNPEX (24.00). CNPEX has a lower initial minimum investment than IVINX: CNPEX (250) vs IVINX (1000). CNPEX annual gain was more profitable for investors over the last year : 13.70 vs. IVINX (11.01). CNPEX return over 5 years is better than : 25.91 vs. IVINX (-23.62).
| CNPEX | IVINX | CNPEX / IVINX | |
| Total Expense Ratio | 1.00 | 1.10 | 91% |
| Annual Report Gross Expense Ratio | 1.00 | 1.30 | 77% |
| Fund Existence | 24 years | 40 years | - |
| Gain YTD | 19.884 | 17.348 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 893M | 18,365% |
| Annual Yield % from dividends | 0.25 | 0.21 | 120% |
| Returns for 1 year | 13.70 | 11.01 | 124% |
| Returns for 3 years | 50.08 | -15.26 | -328% |
| Returns for 5 years | 25.91 | -23.62 | -110% |
| Returns for 10 years | 95.73 | -2.25 | -4,255% |
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