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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
Aug 03, 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 Buy and IVIYX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 170B vs. IVIYX (888M). CNPEX pays higher dividends than IVIYX: CNPEX (0.75) 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 : 6.29 vs. IVIYX (5.22). CNPEX return over 5 years is better than : 11.14 vs. IVIYX (-30.52).
| 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 | 4.763 | 9.450 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170B | 888M | 19,144% |
| Annual Yield % from dividends | 0.75 | 0.00 | - |
| Returns for 1 year | 6.29 | 5.22 | 121% |
| Returns for 3 years | 32.21 | 32.85 | 98% |
| Returns for 5 years | 11.14 | -30.52 | -36% |
| Returns for 10 years | 107.19 | 8.11 | 1,322% |
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