Interact to see
Advertisement
Advertisement
CNPEX vs IVIYX
CNPEX vs IVIYX Comparison
Open Charts CNPEX vs IVIYX
CNPEX vs IVIYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CNPEX vs. IVIYX commentary
Aug 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 166B vs. IVIYX (896M). 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 : 8.39 vs. IVIYX (6.22). CNPEX return over 5 years is better than : 14.49 vs. IVIYX (-29.00).
| 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 | 7.943 | 11.241 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166B | 896M | 18,527% |
| Annual Yield % from dividends | 0.75 | 0.00 | - |
| Returns for 1 year | 8.39 | 6.22 | 135% |
| Returns for 3 years | 42.41 | 40.79 | 104% |
| Returns for 5 years | 14.49 | -29.00 | -50% |
| Returns for 10 years | 110.33 | 7.30 | 1,511% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TSMGX | 20.40 | 0.22 | +1.09% |
| Touchstone Sands Cptl Emerg Mkts Gr A | |||
| MWMZX | 35.31 | 0.35 | +1.00% |
| VanEck Morningstar Wide Moat Z | |||
| LICVX | 21.43 | 0.20 | +0.94% |
| Lord Abbett International Equity R6 | |||
| GILIX | 25.97 | 0.09 | +0.35% |
| NAA Large Core Instl | |||
| FDIKX | 55.44 | N/A | N/A |
| Fidelity Diversified International K | |||