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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
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 170B vs. IVIYX (898M). CNPEX pays higher dividends than IVIYX: CNPEX (0.74) 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: 46.00 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 : 7.00 vs. IVIYX (5.46). CNPEX return over 5 years is better than : 12.10 vs. IVIYX (-30.64).
| 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 | 5.188 | 9.865 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170B | 898M | 18,931% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | 7.00 | 5.46 | 128% |
| Returns for 3 years | 32.92 | 34.96 | 94% |
| Returns for 5 years | 12.10 | -30.64 | -39% |
| Returns for 10 years | 109.77 | 8.82 | 1,245% |
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