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CNPAX vs IVINX
CNPAX vs IVINX Comparison
Open Charts CNPAX vs IVINX
American Funds New Perspective 529A
Price$70.42
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
Macquarie Global Growth Fund
Price$40.39
Change-$0.06 (-0.15%)
VolumeN/A
Net Assets924.84M
CNPAX vs IVINX Comparison Chart in %
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CNPAX vs. IVINX 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 CNPAX is a StrongBuy and IVINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 159B vs. IVINX (925M). CNPAX pays higher dividends than IVINX: CNPAX (0.48) vs IVINX (0.22). CNPAX was incepted earlier than IVINX: CNPAX (24 years) vs IVINX (39 years). IVINX (1.19) is less costly to investors than CNPAX (0.77). IVINX is a more actively managed with annual turnover of: 55.00 vs. CNPAX (24.00). IVINX initial investment is less costly to investors than CNPAX (4%) vs CNPAX (4%). CNPAX has a lower initial minimum investment than IVINX: CNPAX (250) vs IVINX (1000). CNPAX annual gain was more profitable for investors over the last year : 13.57 vs. IVINX (11.78). CNPAX return over 5 years is better than : 39.09 vs. IVINX (-18.76).
| CNPAX | IVINX | CNPAX / IVINX | |
| Total Expense Ratio | 0.77 | 1.10 | 70% |
| Annual Report Gross Expense Ratio | 0.77 | 1.19 | 65% |
| Fund Existence | 24 years | 39 years | - |
| Gain YTD | 15.386 | 14.679 | 105% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 925M | 17,189% |
| Annual Yield % from dividends | 0.48 | 0.22 | 220% |
| Returns for 1 year | 13.57 | 11.78 | 115% |
| Returns for 3 years | 35.29 | -20.27 | -174% |
| Returns for 5 years | 39.09 | -18.76 | -208% |
| Returns for 10 years | 95.36 | -3.82 | -2,495% |
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