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CNPEX vs IVINX
CNPEX vs IVINX Comparison
Open Charts CNPEX vs IVINX
American Funds New Perspective 529E
Price$71.56
Change-$1.19 (-1.64%)
VolumeN/A
Net Assets165.22B
Macquarie Global Growth Fund
Price$40.92
Change-$0.64 (-1.54%)
VolumeN/A
Net Assets891.24M
CNPEX vs IVINX Comparison Chart in %
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CNPEX vs. IVINX 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 CNPEX is a Buy and IVINX is a Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 165B vs. IVINX (891M). CNPEX pays higher dividends than IVINX: CNPEX (0.25) vs IVINX (0.21). CNPEX was incepted earlier than IVINX: CNPEX (24 years) vs IVINX (40 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 : 12.64 vs. IVINX (9.82). CNPEX return over 5 years is better than : 30.57 vs. IVINX (-22.64).
| 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 | 40 years | - |
| Gain YTD | 18.969 | 16.184 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165B | 891M | 18,519% |
| Annual Yield % from dividends | 0.25 | 0.21 | 119% |
| Returns for 1 year | 12.64 | 9.82 | 129% |
| Returns for 3 years | 49.24 | -15.16 | -325% |
| Returns for 5 years | 30.57 | -22.64 | -135% |
| Returns for 10 years | 98.74 | 0.41 | 23,957% |