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CNPEX vs IVIYX
CNPEX vs IVIYX Comparison
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CNPEX vs IVIYX Comparison Chart in %
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CNPEX vs. IVIYX commentary
Sep 12, 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 StrongBuy and IVIYX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 169B vs. IVIYX (864M). CNPEX pays higher dividends than IVIYX: CNPEX (0.73) vs IVIYX (0.00). CNPEX was incepted earlier than IVIYX: CNPEX (25 years) vs IVIYX (23 years). IVIYX (1.30) 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 : 3.57 vs. IVIYX (1.26). CNPEX return over 5 years is better than : 9.55 vs. IVIYX (-32.06).
| CNPEX | IVIYX | CNPEX / IVIYX | |
| Total Expense Ratio | 0.98 | 1.10 | 89% |
| Annual Report Gross Expense Ratio | 0.98 | 1.30 | 75% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 6.389 | 8.749 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169B | 864M | 19,560% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | 3.57 | 1.26 | 284% |
| Returns for 3 years | 38.36 | 35.08 | 109% |
| Returns for 5 years | 9.55 | -32.06 | -30% |
| Returns for 10 years | 111.76 | 6.61 | 1,692% |
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