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CNPEX vs IVNCX
CNPEX vs IVNCX Comparison
Open Charts CNPEX vs IVNCX
American Funds New Perspective 529E
Price$68.35
Change+$0.17 (+0.25%)
VolumeN/A
Net Assets156.62B
Macquarie Global Growth Fund
Price$22.88
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets911.34M
CNPEX vs IVNCX Comparison Chart in %
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CNPEX vs. IVNCX commentary
Aug 08, 2025
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 IVNCX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 157B vs. IVNCX (911M). IVNCX pays higher dividends than CNPEX: IVNCX (0.37) vs CNPEX (0.27). CNPEX was incepted earlier than IVNCX: CNPEX (23 years) vs IVNCX (29 years). IVNCX (1.95) is less costly to investors than CNPEX (1.00). IVNCX is a more actively managed with annual turnover of: 55.00 vs. CNPEX (24.00). CNPEX has a lower initial minimum investment than IVNCX: CNPEX (250) vs IVNCX (1000). CNPEX annual gain was more profitable for investors over the last year : 19.16 vs. IVNCX (13.60). CNPEX return over 5 years is better than : 36.42 vs. IVNCX (-43.77).
| CNPEX | IVNCX | CNPEX / IVNCX | |
| Total Expense Ratio | 1.00 | 1.85 | 54% |
| Annual Report Gross Expense Ratio | 1.00 | 1.95 | 51% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 13.633 | 11.937 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157B | 911M | 17,234% |
| Annual Yield % from dividends | 0.27 | 0.37 | 73% |
| Returns for 1 year | 19.16 | 13.60 | 141% |
| Returns for 3 years | 35.95 | -40.93 | -88% |
| Returns for 5 years | 36.42 | -43.77 | -83% |
| Returns for 10 years | 84.85 | -38.91 | -218% |
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