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CNPEX vs IVINX
CNPEX vs IVINX Comparison
Open Charts CNPEX vs IVINX
American Funds New Perspective 529E
Price$71.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets162.59B
Macquarie Global Growth Fund
Price$40.35
Change-$0.16 (-0.39%)
VolumeN/A
Net Assets902.01M
CNPEX vs IVINX Comparison Chart in %
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CNPEX vs. IVINX commentary
Oct 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 CNPEX is a Hold and IVINX is a Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. IVINX (902M). CNPEX pays higher dividends than IVINX: CNPEX (0.26) vs IVINX (0.21). CNPEX was incepted earlier than IVINX: CNPEX (24 years) vs IVINX (39 years). IVINX (1.30) is less costly to investors than CNPEX (1.00). IVINX is a more actively managed with annual turnover of: 55.00 vs. CNPEX (24.00). CNPEX has a lower initial minimum investment than IVINX: CNPEX (250) vs IVINX (1000). CNPEX annual gain was more profitable for investors over the last year : 12.57 vs. IVINX (8.14). CNPEX return over 5 years is better than : 33.64 vs. IVINX (-21.55).
| CNPEX | IVINX | CNPEX / IVINX | |
| Total Expense Ratio | 1.00 | 1.10 | 91% |
| Annual Report Gross Expense Ratio | 1.00 | 1.30 | 77% |
| Fund Existence | 24 years | 39 years | - |
| Gain YTD | 18.620 | 14.566 | 128% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 902M | 18,071% |
| Annual Yield % from dividends | 0.26 | 0.21 | 121% |
| Returns for 1 year | 12.57 | 8.14 | 154% |
| Returns for 3 years | 62.20 | -8.60 | -724% |
| Returns for 5 years | 33.64 | -21.55 | -156% |
| Returns for 10 years | 99.70 | -0.75 | -13,359% |
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