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CNPEX vs SUGAX
CNPEX vs SUGAX Comparison
Open Charts CNPEX vs SUGAX
American Funds New Perspective 529E
Price$66.82
Change+$0.61 (+0.92%)
VolumeN/A
Net Assets152.59B
Victory Pioneer Global Growth A
Price$13.60
Change+$0.12 (+0.89%)
VolumeN/A
Net Assets3.16M
CNPEX vs SUGAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 153B 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 : 13.28 vs. CNPEX (10.52).
| 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 | 11.089 | 11.589 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 3.16M | 4,835,651% |
| Annual Yield % from dividends | 0.28 | 0.00 | 37,053% |
| Returns for 1 year | 10.52 | 13.28 | 79% |
| Returns for 3 years | 39.93 | 55.05 | 73% |
| Returns for 5 years | 48.62 | N/A | - |
| Returns for 10 years | 85.72 | N/A | - |
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