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CNPEX vs IVIYX
CNPEX vs IVIYX Comparison
Open Charts CNPEX vs IVIYX
American Funds New Perspective 529E
Price$69.32
Change-$2.47 (-3.44%)
VolumeN/A
Net Assets162.72B
Nomura Global Growth Fund
Price$39.20
Change-$2.17 (-5.25%)
VolumeN/A
Net Assets883.17M
CNPEX vs IVIYX Comparison Chart in %
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CNPEX vs. IVIYX commentary
Feb 05, 2026
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 (883M). CNPEX pays higher dividends than IVIYX: CNPEX (0.76) vs IVIYX (0.00). CNPEX was incepted earlier than IVIYX: CNPEX (24 years) vs IVIYX (23 years). IVIYX (1.31) is less costly to investors than CNPEX (0.98). IVIYX is a more actively managed with annual turnover of: 55.00 vs. CNPEX (23.00). 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 : 12.48 vs. IVIYX (6.43). CNPEX return over 5 years is better than : 15.40 vs. IVIYX (-29.79).
| CNPEX | IVIYX | CNPEX / IVIYX | |
| Total Expense Ratio | 0.98 | 1.10 | 89% |
| Annual Report Gross Expense Ratio | 0.98 | 1.31 | 75% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 1.583 | 1.765 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 883M | 18,460% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | 12.48 | 6.43 | 194% |
| Returns for 3 years | 39.84 | 31.23 | 128% |
| Returns for 5 years | 15.40 | -29.79 | -52% |
| Returns for 10 years | 129.44 | 10.33 | 1,253% |
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