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CNPEX vs MSPTX
CNPEX vs MSPTX Comparison
Open Charts CNPEX vs MSPTX
American Funds New Perspective 529E
Price$69.18
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets158.54B
Morgan Stanley Inst Global Insgt C
Price$16.70
Change+$0.11 (+0.66%)
VolumeN/A
Net Assets66.94M
CNPEX vs MSPTX Comparison Chart in %
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CNPEX vs. MSPTX commentary
Aug 28, 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 MSPTX is a Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 159B vs. MSPTX (66.9M). MSPTX pays higher dividends than CNPEX: MSPTX (0.55) vs CNPEX (0.27). CNPEX was incepted earlier than MSPTX: CNPEX (24 years) vs MSPTX (10 years). MSPTX (2.47) is less costly to investors than CNPEX (1.00). MSPTX is a more actively managed with annual turnover of: 54.00 vs. CNPEX (24.00). CNPEX has a lower initial minimum investment than MSPTX: CNPEX (250) vs MSPTX (1000). MSPTX annual gain was more profitable for investors over the last year : 58.35 vs. CNPEX (11.64). CNPEX return over 5 years is better than : 30.42 vs. MSPTX (-35.64).
| CNPEX | MSPTX | CNPEX / MSPTX | |
| Total Expense Ratio | 1.00 | 2.10 | 48% |
| Annual Report Gross Expense Ratio | 1.00 | 2.47 | 40% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 15.012 | 18.415 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 66.9M | 237,668% |
| Annual Yield % from dividends | 0.27 | 0.55 | 48% |
| Returns for 1 year | 11.64 | 58.35 | 20% |
| Returns for 3 years | 41.80 | 106.55 | 39% |
| Returns for 5 years | 30.42 | -35.64 | -85% |
| Returns for 10 years | 97.88 | 34.92 | 280% |
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