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CNPEX vs IVNCX
CNPEX vs IVNCX Comparison
Open Charts CNPEX vs IVNCX
American Funds New Perspective 529E
Price$71.63
Change-$0.40 (-0.56%)
VolumeN/A
Net Assets164.4B
Macquarie Global Growth Fund
Price$23.73
Change-$0.12 (-0.50%)
VolumeN/A
Net Assets925.14M
CNPEX vs IVNCX Comparison Chart in %
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CNPEX vs. IVNCX commentary
Oct 09, 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 Hold and IVNCX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 164B vs. IVNCX (925M). IVNCX pays higher dividends than CNPEX: IVNCX (0.36) vs CNPEX (0.26). CNPEX was incepted earlier than IVNCX: CNPEX (24 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 : 13.48 vs. IVNCX (9.04). CNPEX return over 5 years is better than : 35.19 vs. IVNCX (-42.77).
| CNPEX | IVNCX | CNPEX / IVNCX | |
| Total Expense Ratio | 1.00 | 1.85 | 54% |
| Annual Report Gross Expense Ratio | 1.00 | 1.95 | 51% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 19.086 | 16.683 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 925M | 17,730% |
| Annual Yield % from dividends | 0.26 | 0.36 | 72% |
| Returns for 1 year | 13.48 | 9.04 | 149% |
| Returns for 3 years | 63.09 | -30.99 | -204% |
| Returns for 5 years | 35.19 | -42.77 | -82% |
| Returns for 10 years | 102.77 | -32.48 | -316% |
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