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CNPEX vs IVIYX
CNPEX vs IVIYX Comparison
Open Charts CNPEX vs IVIYX
American Funds New Perspective 529E
Price$69.31
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
Macquarie Global Growth Fund
Price$40.81
Change-$0.06 (-0.15%)
VolumeN/A
Net Assets926.91M
CNPEX vs IVIYX Comparison Chart in %
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CNPEX vs. IVIYX commentary
Aug 17, 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 IVIYX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 159B vs. IVIYX (927M). CNPEX pays higher dividends than IVIYX: CNPEX (0.27) vs IVIYX (0.23). CNPEX was incepted earlier than IVIYX: CNPEX (23 years) vs IVIYX (22 years). IVIYX (1.20) is less costly to investors than CNPEX (1.00). IVIYX is a more actively managed with annual turnover of: 55.00 vs. CNPEX (24.00). IVIYX has a lower initial minimum investment than CNPEX: IVIYX (0) vs CNPEX (250). CNPEX annual gain was more profitable for investors over the last year : 13.24 vs. IVIYX (11.81). CNPEX return over 5 years is better than : 37.07 vs. IVIYX (-18.29).
| CNPEX | IVIYX | CNPEX / IVIYX | |
| Total Expense Ratio | 1.00 | 1.10 | 91% |
| Annual Report Gross Expense Ratio | 1.00 | 1.20 | 83% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 15.229 | 14.667 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 927M | 17,152% |
| Annual Yield % from dividends | 0.27 | 0.23 | 119% |
| Returns for 1 year | 13.24 | 11.81 | 112% |
| Returns for 3 years | 34.13 | -19.86 | -172% |
| Returns for 5 years | 37.07 | -18.29 | -203% |
| Returns for 10 years | 89.91 | -3.00 | -2,994% |
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