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CNPEX vs IVNCX
CNPEX vs IVNCX Comparison
Open Charts CNPEX vs IVNCX
American Funds New Perspective 529E
Price$70.60
Change+$0.37 (+0.53%)
VolumeN/A
Net Assets160.61B
Macquarie Global Growth Fund
Price$23.49
Change+$0.11 (+0.47%)
VolumeN/A
Net Assets910.91M
CNPEX vs IVNCX Comparison Chart in %
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CNPEX vs. IVNCX commentary
Sep 28, 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 IVNCX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 161B vs. IVNCX (911M). IVNCX pays higher dividends than CNPEX: IVNCX (0.36) vs CNPEX (0.26). CNPEX was incepted earlier than IVNCX: CNPEX (24 years) vs IVNCX (29 years). IVNCX (1.95) is less costly to investors than CNPEX (1.00). IVNCX is a more actively managed with annual turnover of: 55.00 vs. CNPEX (24.00). CNPEX has a lower initial minimum investment than IVNCX: CNPEX (250) vs IVNCX (1000). CNPEX annual gain was more profitable for investors over the last year : 10.42 vs. IVNCX (6.04). CNPEX return over 5 years is better than : 39.46 vs. IVNCX (-41.10).
| CNPEX | IVNCX | CNPEX / IVNCX | |
| Total Expense Ratio | 1.00 | 1.85 | 54% |
| Annual Report Gross Expense Ratio | 1.00 | 1.95 | 51% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 17.373 | 14.922 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 911M | 17,673% |
| Annual Yield % from dividends | 0.26 | 0.36 | 72% |
| Returns for 1 year | 10.42 | 6.04 | 173% |
| Returns for 3 years | 61.18 | -30.79 | -199% |
| Returns for 5 years | 39.46 | -41.10 | -96% |
| Returns for 10 years | 114.30 | -28.72 | -398% |