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CNPEX vs IVNCX
CNPEX vs IVNCX Comparison
Open Charts CNPEX vs IVNCX
American Funds New Perspective 529E
Price$69.31
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
Macquarie Global Growth Fund
Price$23.33
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets924.84M
CNPEX vs IVNCX Comparison Chart in %
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CNPEX vs. IVNCX commentary
Aug 18, 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 StrongBuy and IVNCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 159B vs. IVNCX (925M). IVNCX pays higher dividends than CNPEX: IVNCX (0.37) vs CNPEX (0.27). CNPEX was incepted earlier than IVNCX: CNPEX (23 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 : 13.24 vs. IVNCX (8.29). CNPEX return over 5 years is better than : 37.07 vs. IVNCX (-42.76).
| CNPEX | IVNCX | CNPEX / IVNCX | |
| Total Expense Ratio | 1.00 | 1.85 | 54% |
| Annual Report Gross Expense Ratio | 1.00 | 1.95 | 51% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 15.229 | 14.139 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 925M | 17,189% |
| Annual Yield % from dividends | 0.27 | 0.37 | 73% |
| Returns for 1 year | 13.24 | 8.29 | 160% |
| Returns for 3 years | 34.13 | -41.53 | -82% |
| Returns for 5 years | 37.07 | -42.76 | -87% |
| Returns for 10 years | 89.91 | -36.79 | -244% |
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