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CNPEX vs IVNCX
CNPEX vs IVNCX Comparison
Open Charts CNPEX vs IVNCX
American Funds New Perspective 529E
Price$69.99
Change-$0.61 (-0.86%)
VolumeN/A
Net Assets160.3B
Macquarie Global Growth Fund
Price$23.15
Change-$0.14 (-0.60%)
VolumeN/A
Net Assets878.84M
CNPEX vs IVNCX Comparison Chart in %
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CNPEX vs. IVNCX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 160B vs. IVNCX (879M). IVNCX pays higher dividends than CNPEX: IVNCX (0.35) vs CNPEX (0.25). CNPEX was incepted earlier than IVNCX: CNPEX (24 years) vs IVNCX (30 years). IVNCX (2.06) 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 : 11.78 vs. IVNCX (6.08). CNPEX return over 5 years is better than : 25.87 vs. IVNCX (-46.62).
| CNPEX | IVNCX | CNPEX / IVNCX | |
| Total Expense Ratio | 1.00 | 1.85 | 54% |
| Annual Report Gross Expense Ratio | 1.00 | 2.06 | 49% |
| Fund Existence | 24 years | 30 years | - |
| Gain YTD | 16.359 | 13.258 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 879M | 18,203% |
| Annual Yield % from dividends | 0.25 | 0.35 | 71% |
| Returns for 1 year | 11.78 | 6.08 | 194% |
| Returns for 3 years | 45.96 | -39.54 | -116% |
| Returns for 5 years | 25.87 | -46.62 | -55% |
| Returns for 10 years | 90.62 | -36.60 | -248% |
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