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CNPFX vs IVIYX
CNPFX vs IVIYX Comparison
Open Charts CNPFX vs IVIYX
American Funds New Perspective 529F
Price$70.11
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
Macquarie Global Growth Fund
Price$40.81
Change-$0.06 (-0.15%)
VolumeN/A
Net Assets926.91M
CNPFX vs IVIYX Comparison Chart in %
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CNPFX vs. IVIYX commentary
Aug 17, 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 CNPFX is a Buy and IVIYX is a Buy.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 159B vs. IVIYX (927M). CNPFX pays higher dividends than IVIYX: CNPFX (0.65) vs IVIYX (0.23). CNPFX was incepted earlier than IVIYX: CNPFX (23 years) vs IVIYX (22 years). IVIYX (1.20) is less costly to investors than CNPFX (0.84). IVIYX is a more actively managed with annual turnover of: 55.00 vs. CNPFX (24.00). IVIYX has a lower initial minimum investment than CNPFX: IVIYX (0) vs CNPFX (250). CNPFX annual gain was more profitable for investors over the last year : 13.73 vs. IVIYX (11.81). CNPFX return over 5 years is better than : 40.18 vs. IVIYX (-18.29).
| CNPFX | IVIYX | CNPFX / IVIYX | |
| Total Expense Ratio | 0.84 | 1.10 | 76% |
| Annual Report Gross Expense Ratio | 0.84 | 1.20 | 70% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 15.502 | 14.667 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 927M | 17,152% |
| Annual Yield % from dividends | 0.65 | 0.23 | 288% |
| Returns for 1 year | 13.73 | 11.81 | 116% |
| Returns for 3 years | 35.92 | -19.86 | -181% |
| Returns for 5 years | 40.18 | -18.29 | -220% |
| Returns for 10 years | 98.97 | -3.00 | -3,296% |
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