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CNPEX vs IVIYX
CNPEX vs IVIYX Comparison
Open Charts CNPEX vs IVIYX
CNPEX vs IVIYX Comparison Chart in %
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CNPEX vs. IVIYX commentary
Jun 04, 2026
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: 164B vs. IVIYX (899M). CNPEX pays higher dividends than IVIYX: CNPEX (0.73) vs IVIYX (0.00). CNPEX was incepted earlier than IVIYX: CNPEX (24 years) vs IVIYX (23 years). IVIYX (1.31) is less costly to investors than CNPEX (0.98). IVIYX is a more actively managed with annual turnover of: 55.00 vs. CNPEX (23.00). 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 : 13.48 vs. IVIYX (9.23). CNPEX return over 5 years is better than : 18.16 vs. IVIYX (-29.23).
| CNPEX | IVIYX | CNPEX / IVIYX | |
| Total Expense Ratio | 0.98 | 1.10 | 89% |
| Annual Report Gross Expense Ratio | 0.98 | 1.31 | 75% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 7.137 | 8.489 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 899M | 18,242% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | 13.48 | 9.23 | 146% |
| Returns for 3 years | 42.70 | 40.13 | 106% |
| Returns for 5 years | 18.16 | -29.23 | -62% |
| Returns for 10 years | 116.75 | 6.57 | 1,778% |
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