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CNPEX vs IVIYX
CNPEX vs IVIYX Comparison
Open Charts CNPEX vs IVIYX
American Funds New Perspective 529E
Price$71.56
Change-$1.19 (-1.64%)
VolumeN/A
Net Assets165.22B
Macquarie Global Growth Fund
Price$41.34
Change-$0.65 (-1.55%)
VolumeN/A
Net Assets891.24M
CNPEX vs IVIYX Comparison Chart in %
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CNPEX 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 CNPEX is a Buy and IVIYX is a Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 165B vs. IVIYX (891M). 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 : 14.22 vs. IVIYX (10.92). CNPEX return over 5 years is better than : 32.74 vs. IVIYX (-20.99).
| 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 | 20.948 | 17.983 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165B | 891M | 18,519% |
| Annual Yield % from dividends | 0.25 | 0.22 | 116% |
| Returns for 1 year | 14.22 | 10.92 | 130% |
| Returns for 3 years | 50.42 | -13.93 | -362% |
| Returns for 5 years | 32.74 | -20.99 | -156% |
| Returns for 10 years | 104.00 | 3.89 | 2,673% |
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