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CNPEX vs IVNCX
CNPEX vs IVNCX Comparison
Open Charts CNPEX vs IVNCX
American Funds New Perspective 529E
Price$71.48
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets162.86B
Macquarie Global Growth Fund
Price$23.38
Change+$0.10 (+0.43%)
VolumeN/A
Net Assets901.09M
CNPEX vs IVNCX Comparison Chart in %
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CNPEX vs. IVNCX commentary
Oct 21, 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 IVNCX is a Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. IVNCX (901M). 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 (2.06) 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 : 12.34 vs. IVNCX (5.45). CNPEX return over 5 years is better than : 33.88 vs. IVNCX (-44.46).
| CNPEX | IVNCX | CNPEX / IVNCX | |
| Total Expense Ratio | 1.00 | 1.85 | 54% |
| Annual Report Gross Expense Ratio | 1.00 | 2.06 | 49% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 18.836 | 14.384 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 901M | 18,091% |
| Annual Yield % from dividends | 0.26 | 0.36 | 72% |
| Returns for 1 year | 12.34 | 5.45 | 227% |
| Returns for 3 years | 61.05 | -33.13 | -184% |
| Returns for 5 years | 33.88 | -44.46 | -76% |
| Returns for 10 years | 101.09 | -34.14 | -296% |