Interact to see
Advertisement
Advertisement
CNPEX vs IVINX
CNPEX vs IVINX Comparison
Open Charts CNPEX vs IVINX
American Funds New Perspective 529E
Price$68.18
Change+$0.53 (+0.78%)
VolumeN/A
Net Assets156.62B
Macquarie Global Growth Fund
Price$39.65
Change+$0.24 (+0.61%)
VolumeN/A
Net Assets911.34M
CNPEX vs IVINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CNPEX vs. IVINX commentary
Aug 08, 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 Hold and IVINX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 157B vs. IVINX (911M). CNPEX pays higher dividends than IVINX: CNPEX (0.27) vs IVINX (0.22). CNPEX was incepted earlier than IVINX: CNPEX (23 years) vs IVINX (39 years). IVINX (1.19) 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 : 18.19 vs. IVINX (16.83). CNPEX return over 5 years is better than : 36.09 vs. IVINX (-20.10).
| CNPEX | IVINX | CNPEX / IVINX | |
| Total Expense Ratio | 1.00 | 1.10 | 91% |
| Annual Report Gross Expense Ratio | 1.00 | 1.19 | 84% |
| Fund Existence | 23 years | 39 years | - |
| Gain YTD | 13.350 | 12.578 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157B | 911M | 17,234% |
| Annual Yield % from dividends | 0.27 | 0.22 | 122% |
| Returns for 1 year | 18.19 | 16.83 | 108% |
| Returns for 3 years | 35.96 | -19.32 | -186% |
| Returns for 5 years | 36.09 | -20.10 | -180% |
| Returns for 10 years | 86.37 | -6.20 | -1,393% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement