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CNPEX vs IVINX
CNPEX vs IVINX Comparison
Open Charts CNPEX vs IVINX
American Funds New Perspective 529E
Price$69.04
Change-$0.46 (-0.66%)
VolumeN/A
Net Assets158.54B
Macquarie Global Growth Fund
Price$40.02
Change-$0.33 (-0.82%)
VolumeN/A
Net Assets915.06M
CNPEX vs IVINX Comparison Chart in %
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CNPEX vs. IVINX commentary
Aug 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 Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 159B vs. IVINX (915M). CNPEX pays higher dividends than IVINX: CNPEX (0.27) vs IVINX (0.22). 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 : 11.40 vs. IVINX (10.81). CNPEX return over 5 years is better than : 29.55 vs. IVINX (-22.21).
| 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 | 14.780 | 14.566 | 101% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 915M | 17,377% |
| Annual Yield % from dividends | 0.27 | 0.22 | 122% |
| Returns for 1 year | 11.40 | 10.81 | 105% |
| Returns for 3 years | 44.01 | -15.08 | -292% |
| Returns for 5 years | 29.55 | -22.21 | -133% |
| Returns for 10 years | 105.02 | 4.24 | 2,479% |
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