Interact to see
Advertisement
Advertisement
CNPEX vs IVIYX
CNPEX vs IVIYX Comparison
Open Charts CNPEX vs IVIYX
American Funds New Perspective 529E
Price$68.79
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets162.64B
Nomura Global Growth Fund
Price$38.85
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets888.16M
CNPEX vs IVIYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CNPEX vs. IVIYX commentary
Dec 28, 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 IVIYX is a Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. IVIYX (888M). CNPEX pays higher dividends than IVIYX: CNPEX (0.25) vs IVIYX (0.22). CNPEX was incepted earlier than IVIYX: CNPEX (24 years) vs IVIYX (22 years). IVIYX (1.31) is less costly to investors than CNPEX (1.00). IVIYX is a more actively managed with annual turnover of: 55.00 vs. CNPEX (24.00). IVIYX has a lower initial minimum investment than CNPEX: IVIYX (0) vs CNPEX (250). CNPEX annual gain was more profitable for investors over the last year : 11.80 vs. IVIYX (7.05). CNPEX return over 5 years is better than : 20.30 vs. IVIYX (-26.98).
| CNPEX | IVIYX | CNPEX / IVIYX | |
| Total Expense Ratio | 1.00 | 1.10 | 91% |
| Annual Report Gross Expense Ratio | 1.00 | 1.31 | 76% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 14.364 | 9.160 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 888M | 18,356% |
| Annual Yield % from dividends | 0.25 | 0.22 | 116% |
| Returns for 1 year | 11.80 | 7.05 | 167% |
| Returns for 3 years | 51.64 | 39.50 | 131% |
| Returns for 5 years | 20.30 | -26.98 | -75% |
| Returns for 10 years | 98.83 | -4.88 | -2,027% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BSJU | 26.12 | N/A | +0.02% |
| Invesco BulletShares 2030 HY Corp Bd ETF | |||
| BND | 74.19 | N/A | N/A |
| Vanguard Total Bond Market ETF | |||
| RBUF | 29.68 | -0.06 | -0.21% |
| Innovator U.S. Small Cp 10 Buf ETF - Qt | |||
| APIE | 35.72 | -0.08 | -0.22% |
| ActivePassive International Equity ETF | |||
| WISE | 39.57 | -0.13 | -0.33% |
| Themes Generative Artificial Int ETF | |||