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CNPAX vs IVIYX
CNPAX vs IVIYX Comparison
Open Charts CNPAX vs IVIYX
American Funds New Perspective 529A
Price$73.97
Change+$0.24 (+0.33%)
VolumeN/A
Net Assets164.71B
Macquarie Global Growth Fund
Price$41.99
Change+$0.13 (+0.31%)
VolumeN/A
Net Assets903.4M
CNPAX vs IVIYX Comparison Chart in %
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CNPAX vs. IVIYX commentary
Nov 14, 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 Buy and IVIYX is a Hold.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 165B vs. IVIYX (903M). CNPAX pays higher dividends than IVIYX: CNPAX (0.45) vs IVIYX (0.22). CNPAX was incepted earlier than IVIYX: CNPAX (24 years) vs IVIYX (22 years). IVIYX (1.31) is less costly to investors than CNPAX (0.77). IVIYX is a more actively managed with annual turnover of: 55.00 vs. CNPAX (24.00). IVIYX has a lower initial minimum investment than CNPAX: IVIYX (0) vs CNPAX (250). CNPAX annual gain was more profitable for investors over the last year : 14.57 vs. IVIYX (10.92). CNPAX return over 5 years is better than : 34.72 vs. IVIYX (-20.99).
| CNPAX | IVIYX | CNPAX / IVIYX | |
| Total Expense Ratio | 0.77 | 1.10 | 70% |
| Annual Report Gross Expense Ratio | 0.77 | 1.31 | 59% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 21.203 | 17.983 | 118% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165B | 903M | 18,272% |
| Annual Yield % from dividends | 0.45 | 0.22 | 208% |
| Returns for 1 year | 14.57 | 10.92 | 133% |
| Returns for 3 years | 51.76 | -13.93 | -372% |
| Returns for 5 years | 34.72 | -20.99 | -165% |
| Returns for 10 years | 109.86 | 3.89 | 2,824% |
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