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CNPEX vs IVINX
CNPEX vs IVINX Comparison
Open Charts CNPEX vs IVINX
American Funds New Perspective 529E
Price$72.03
Change+$0.40 (+0.56%)
VolumeN/A
Net Assets164.4B
Macquarie Global Growth Fund
Price$41.24
Change+$0.10 (+0.24%)
VolumeN/A
Net Assets920.1M
CNPEX vs IVINX Comparison Chart in %
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CNPEX vs. IVINX commentary
Oct 09, 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: 164B vs. IVINX (920M). CNPEX pays higher dividends than IVINX: CNPEX (0.26) vs IVINX (0.21). CNPEX was incepted earlier than IVINX: CNPEX (24 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 : 13.52 vs. IVINX (10.88). CNPEX return over 5 years is better than : 34.32 vs. IVINX (-20.09).
| CNPEX | IVINX | CNPEX / IVINX | |
| Total Expense Ratio | 1.00 | 1.10 | 91% |
| Annual Report Gross Expense Ratio | 1.00 | 1.19 | 84% |
| Fund Existence | 24 years | 39 years | - |
| Gain YTD | 19.751 | 16.809 | 118% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 920M | 17,826% |
| Annual Yield % from dividends | 0.26 | 0.21 | 121% |
| Returns for 1 year | 13.52 | 10.88 | 124% |
| Returns for 3 years | 64.00 | -6.34 | -1,009% |
| Returns for 5 years | 34.32 | -20.09 | -171% |
| Returns for 10 years | 103.90 | 2.29 | 4,539% |
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