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CNPEX vs IVIYX
CNPEX vs IVIYX Comparison
Open Charts CNPEX vs IVIYX
American Funds New Perspective 529E
Price$71.48
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets162.86B
Macquarie Global Growth Fund
Price$40.95
Change+$0.18 (+0.44%)
VolumeN/A
Net Assets901.09M
CNPEX vs IVIYX Comparison Chart in %
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CNPEX vs. IVIYX commentary
Oct 19, 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 (901M). CNPEX pays higher dividends than IVIYX: CNPEX (0.26) 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 : 12.34 vs. IVIYX (8.86). CNPEX return over 5 years is better than : 33.88 vs. IVIYX (-20.75).
| 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 | 18.836 | 15.060 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 901M | 18,091% |
| Annual Yield % from dividends | 0.26 | 0.22 | 117% |
| Returns for 1 year | 12.34 | 8.86 | 139% |
| Returns for 3 years | 61.05 | -8.36 | -731% |
| Returns for 5 years | 33.88 | -20.75 | -163% |
| Returns for 10 years | 101.09 | 1.07 | 9,440% |