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CNPEX vs IVNCX
CNPEX vs IVNCX Comparison
Open Charts CNPEX vs IVNCX
American Funds New Perspective 529E
Price$71.56
Change-$1.19 (-1.64%)
VolumeN/A
Net Assets165.22B
Macquarie Global Growth Fund
Price$23.59
Change-$0.37 (-1.54%)
VolumeN/A
Net Assets891.24M
CNPEX vs IVNCX Comparison Chart in %
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CNPEX vs. IVNCX commentary
Nov 14, 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: 165B vs. IVNCX (891M). IVNCX pays higher dividends than CNPEX: IVNCX (0.35) vs CNPEX (0.25). CNPEX was incepted earlier than IVNCX: CNPEX (24 years) vs IVNCX (30 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 : 12.64 vs. IVNCX (6.39). CNPEX return over 5 years is better than : 30.57 vs. IVNCX (-45.47).
| 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 | 30 years | - |
| Gain YTD | 18.969 | 15.411 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165B | 891M | 18,519% |
| Annual Yield % from dividends | 0.25 | 0.35 | 71% |
| Returns for 1 year | 12.64 | 6.39 | 198% |
| Returns for 3 years | 49.24 | -37.78 | -130% |
| Returns for 5 years | 30.57 | -45.47 | -67% |
| Returns for 10 years | 98.74 | -34.04 | -290% |
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