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CNPEX vs IVIYX
CNPEX vs IVIYX Comparison
Open Charts CNPEX vs IVIYX
American Funds New Perspective 529E
Price$69.84
Change+$0.33 (+0.47%)
VolumeN/A
Net Assets159.21B
Macquarie Global Growth Fund
Price$40.84
Change+$0.16 (+0.39%)
VolumeN/A
Net Assets916.17M
CNPEX vs IVIYX Comparison Chart in %
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CNPEX vs. IVIYX commentary
Sep 09, 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: 159B vs. IVIYX (916M). 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 (1.20) 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 : 14.72 vs. IVIYX (13.18). CNPEX return over 5 years is better than : 34.02 vs. IVIYX (-19.53).
| CNPEX | IVIYX | CNPEX / IVIYX | |
| Total Expense Ratio | 1.00 | 1.10 | 91% |
| Annual Report Gross Expense Ratio | 1.00 | 1.20 | 83% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 15.561 | 14.302 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 916M | 17,358% |
| Annual Yield % from dividends | 0.26 | 0.22 | 118% |
| Returns for 1 year | 14.72 | 13.18 | 112% |
| Returns for 3 years | 48.25 | -12.64 | -382% |
| Returns for 5 years | 34.02 | -19.53 | -174% |
| Returns for 10 years | 100.86 | 2.07 | 4,878% |
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