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CNPEX vs IVIYX
CNPEX vs IVIYX Comparison
Open Charts CNPEX vs IVIYX
American Funds New Perspective 529E
Price$72.03
Change+$0.40 (+0.56%)
VolumeN/A
Net Assets164.4B
Macquarie Global Growth Fund
Price$41.67
Change+$0.11 (+0.26%)
VolumeN/A
Net Assets920.1M
CNPEX vs IVIYX Comparison Chart in %
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CNPEX vs. IVIYX 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 Buy and IVIYX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 164B vs. IVIYX (920M). CNPEX pays higher dividends than IVIYX: CNPEX (0.26) vs IVIYX (0.22). CNPEX was incepted earlier than IVIYX: CNPEX (24 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 : 13.52 vs. IVIYX (10.92). CNPEX return over 5 years is better than : 34.32 vs. IVIYX (-19.65).
| CNPEX | IVIYX | CNPEX / IVIYX | |
| Total Expense Ratio | 1.00 | 1.10 | 91% |
| Annual Report Gross Expense Ratio | 1.00 | 1.20 | 83% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 19.751 | 16.774 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 920M | 17,826% |
| Annual Yield % from dividends | 0.26 | 0.22 | 117% |
| Returns for 1 year | 13.52 | 10.92 | 124% |
| Returns for 3 years | 64.00 | -5.86 | -1,092% |
| Returns for 5 years | 34.32 | -19.65 | -175% |
| Returns for 10 years | 103.90 | 3.10 | 3,348% |
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