Interact to see
Advertisement
Advertisement
CNPEX vs SUGAX
CNPEX vs SUGAX Comparison
Open Charts CNPEX vs SUGAX
American Funds New Perspective 529E
Price$65.45
Change+$0.40 (+0.61%)
VolumeN/A
Net Assets150.13B
Victory Pioneer Global Growth A
Price$13.40
Change+$0.10 (+0.75%)
VolumeN/A
Net Assets3.16M
CNPEX vs SUGAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 150B vs. SUGAX (3.16M). CNPEX pays higher dividends than SUGAX: CNPEX (0.28) 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 : 11.58 vs. CNPEX (8.90).
| 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 | 8.811 | 10.099 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 3.16M | 4,749,842% |
| Annual Yield % from dividends | 0.28 | 0.00 | 37,053% |
| Returns for 1 year | 8.90 | 11.58 | 77% |
| Returns for 3 years | 28.45 | 45.17 | 63% |
| Returns for 5 years | 42.57 | N/A | - |
| Returns for 10 years | 80.42 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement