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CNPEX vs MSPTX
CNPEX vs MSPTX Comparison
Open Charts CNPEX vs MSPTX
American Funds New Perspective 529E
Price$68.18
Change+$0.53 (+0.78%)
VolumeN/A
Net Assets155.4B
Morgan Stanley Inst Global Insgt C
Price$16.86
Change+$0.42 (+2.55%)
VolumeN/A
Net Assets66.78M
CNPEX vs MSPTX Comparison Chart in %
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CNPEX vs. MSPTX commentary
Aug 07, 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 MSPTX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 155B vs. MSPTX (66.8M). MSPTX pays higher dividends than CNPEX: MSPTX (0.55) vs CNPEX (0.27). CNPEX was incepted earlier than MSPTX: CNPEX (23 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 : 75.94 vs. CNPEX (18.19). CNPEX return over 5 years is better than : 36.09 vs. MSPTX (-33.26).
| CNPEX | MSPTX | CNPEX / MSPTX | |
| Total Expense Ratio | 1.00 | 2.10 | 48% |
| Annual Report Gross Expense Ratio | 1.00 | 2.47 | 40% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 13.350 | 17.345 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 66.8M | 232,036% |
| Annual Yield % from dividends | 0.27 | 0.55 | 48% |
| Returns for 1 year | 18.19 | 75.94 | 24% |
| Returns for 3 years | 35.96 | 88.58 | 41% |
| Returns for 5 years | 36.09 | -33.26 | -109% |
| Returns for 10 years | 86.37 | 27.52 | 314% |
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