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CNPEX vs WAGSX
CNPEX vs WAGSX Comparison
Open Charts CNPEX vs WAGSX
American Funds New Perspective 529E
Price$61.48
Change+$0.12 (+0.20%)
VolumeN/A
Net Assets142.32B
Wasatch Global Select Investor
Price$12.72
Change-$0.05 (-0.39%)
VolumeN/A
Net Assets14.51M
CNPEX vs WAGSX Comparison Chart
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CNPEX vs. WAGSX commentary
May 11, 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 WAGSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 142B vs. WAGSX (14.5M). CNPEX pays higher dividends than WAGSX: CNPEX (0.30) vs WAGSX (0.00). CNPEX was incepted earlier than WAGSX: CNPEX (23 years) vs WAGSX (6 years). WAGSX (2.57) is less costly to investors than CNPEX (1.00). CNPEX (24.00) and WAGSX (24.00) have comparable annual turnover. CNPEX has a lower initial minimum investment than WAGSX: CNPEX (250) vs WAGSX (2000). WAGSX annual gain was more profitable for investors over the last year : 8.90 vs. CNPEX (4.98). CNPEX return over 5 years is better than : 45.47 vs. WAGSX (24.58).
| CNPEX | WAGSX | CNPEX / WAGSX | |
| Total Expense Ratio | 1.00 | 1.36 | 74% |
| Annual Report Gross Expense Ratio | 1.00 | 2.57 | 39% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 2.211 | 5.385 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 14.5M | 979,310% |
| Annual Yield % from dividends | 0.30 | 0.00 | - |
| Returns for 1 year | 4.98 | 8.90 | 56% |
| Returns for 3 years | 27.25 | 32.50 | 84% |
| Returns for 5 years | 45.47 | 24.58 | 185% |
| Returns for 10 years | 66.96 | N/A | - |
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