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CNPEX vs SUGAX
CNPEX vs SUGAX Comparison
Open Charts CNPEX vs SUGAX
American Funds New Perspective 529E
Price$67.59
Change+$0.18 (+0.27%)
VolumeN/A
Net Assets155.12B
Victory Pioneer Global Growth A
Price$13.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.98M
CNPEX vs SUGAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 155B vs. SUGAX (2.98M). CNPEX pays higher dividends than SUGAX: CNPEX (0.27) vs SUGAX (0.00). CNPEX was incepted earlier than SUGAX: CNPEX (23 years) vs SUGAX (4 years). SUGAX (6.99) is less costly to investors than CNPEX (1.00). CNPEX is a more actively managed with annual turnover of: 24.00 vs. SUGAX (21.00). CNPEX has a lower initial minimum investment than SUGAX: CNPEX (250) vs SUGAX (1000). SUGAX annual gain was more profitable for investors over the last year : 10.17 vs. CNPEX (8.47).
| CNPEX | SUGAX | CNPEX / SUGAX | |
| Total Expense Ratio | 1.00 | 1.00 | 100% |
| Annual Report Gross Expense Ratio | 1.00 | 6.99 | 14% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 12.369 | 12.997 | 95% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 2.98M | 5,208,333% |
| Annual Yield % from dividends | 0.27 | 0.00 | 36,896% |
| Returns for 1 year | 8.47 | 10.17 | 83% |
| Returns for 3 years | 44.92 | 59.19 | 76% |
| Returns for 5 years | 38.75 | N/A | - |
| Returns for 10 years | 82.36 | N/A | - |
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