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CNPEX vs IVIYX
CNPEX vs IVIYX Comparison
Open Charts CNPEX vs IVIYX
American Funds New Perspective 529E
Price$72.09
Change+$0.37 (+0.52%)
VolumeN/A
Net Assets162.64B
Nomura Global Growth Fund
Price$41.54
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets886.22M
CNPEX vs IVIYX Comparison Chart in %
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CNPEX vs. IVIYX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. IVIYX (886M). 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 : 11.15 vs. IVIYX (8.98). CNPEX return over 5 years is better than : 23.61 vs. IVIYX (-24.52).
| 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 | 18.886 | 16.409 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 886M | 18,397% |
| Annual Yield % from dividends | 0.25 | 0.22 | 116% |
| Returns for 1 year | 11.15 | 8.98 | 124% |
| Returns for 3 years | 43.67 | -18.15 | -241% |
| Returns for 5 years | 23.61 | -24.52 | -96% |
| Returns for 10 years | 94.81 | -0.88 | -10,787% |
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