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CNPEX vs IVNCX
CNPEX vs IVNCX Comparison
Open Charts CNPEX vs IVNCX
American Funds New Perspective 529E
Price$69.50
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets158.54B
Macquarie Global Growth Fund
Price$23.30
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets915.06M
CNPEX vs IVNCX Comparison Chart in %
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CNPEX vs. IVNCX commentary
Aug 29, 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: 159B vs. IVNCX (915M). IVNCX pays higher dividends than CNPEX: IVNCX (0.37) vs CNPEX (0.27). 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 : 12.39 vs. IVNCX (7.07). CNPEX return over 5 years is better than : 30.42 vs. IVNCX (-45.31).
| 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 | 15.544 | 13.748 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 915M | 17,377% |
| Annual Yield % from dividends | 0.27 | 0.37 | 73% |
| Returns for 1 year | 12.39 | 7.07 | 175% |
| Returns for 3 years | 43.58 | -38.37 | -114% |
| Returns for 5 years | 30.42 | -45.31 | -67% |
| Returns for 10 years | 100.44 | -33.54 | -299% |