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CNPEX vs IVIYX
CNPEX vs IVIYX Comparison
Open Charts CNPEX vs IVIYX
American Funds New Perspective 529E
Price$69.92
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets158.87B
Macquarie Global Growth Fund
Price$40.55
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets872.59M
CNPEX vs IVIYX Comparison Chart in %
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CNPEX vs. IVIYX commentary
Nov 20, 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 IVIYX is a Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 159B vs. IVIYX (873M). CNPEX pays higher dividends than IVIYX: CNPEX (0.25) vs IVIYX (0.22). CNPEX was incepted earlier than IVIYX: CNPEX (24 years) vs IVIYX (22 years). IVIYX (1.31) 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 : 11.32 vs. IVIYX (8.95). CNPEX return over 5 years is better than : 25.94 vs. IVIYX (-23.48).
| CNPEX | IVIYX | CNPEX / IVIYX | |
| Total Expense Ratio | 1.00 | 1.10 | 91% |
| Annual Report Gross Expense Ratio | 1.00 | 1.31 | 76% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 16.243 | 13.936 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 873M | 18,213% |
| Annual Yield % from dividends | 0.25 | 0.22 | 116% |
| Returns for 1 year | 11.32 | 8.95 | 126% |
| Returns for 3 years | 45.82 | -17.18 | -267% |
| Returns for 5 years | 25.94 | -23.48 | -110% |
| Returns for 10 years | 90.43 | -2.78 | -3,255% |
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