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CNPEX vs FCALX
CNPEX vs FCALX Comparison
Open Charts CNPEX vs FCALX
American Funds New Perspective 529E
Price$69.32
Change-$2.47 (-3.44%)
VolumeN/A
Net Assets162.72B
Fidelity Advisor Climate Action C
Price$14.73
Change+$1.12 (+8.23%)
VolumeN/A
Net Assets46.57M
CNPEX vs FCALX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. FCALX (46.6M). CNPEX pays higher dividends than FCALX: CNPEX (0.76) vs FCALX (0.00). CNPEX was incepted earlier than FCALX: CNPEX (24 years) vs FCALX (5 years). FCALX (2.22) is less costly to investors than CNPEX (0.98). FCALX is a more actively managed with annual turnover of: 39.00 vs. CNPEX (23.00). FCALX has a lower initial minimum investment than CNPEX: FCALX (0) vs CNPEX (250). FCALX annual gain was more profitable for investors over the last year : 22.40 vs. CNPEX (12.48).
| CNPEX | FCALX | CNPEX / FCALX | |
| Total Expense Ratio | 0.98 | 2.05 | 48% |
| Annual Report Gross Expense Ratio | 0.98 | 2.22 | 44% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 1.583 | 3.930 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 46.6M | 349,785% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | 12.48 | 22.40 | 56% |
| Returns for 3 years | 39.84 | 65.47 | 61% |
| Returns for 5 years | 15.40 | N/A | - |
| Returns for 10 years | 129.44 | N/A | - |
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