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CNPEX vs JGQSX
CNPEX vs JGQSX Comparison
Open Charts CNPEX vs JGQSX
American Funds New Perspective 529E
Price$67.86
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets156.22B
Jensen Global Quality Growth J
Price$18.17
Change+$0.13 (+0.72%)
VolumeN/A
Net Assets67.58M
CNPEX vs JGQSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 156B vs. JGQSX (67.6M). CNPEX pays higher dividends than JGQSX: CNPEX (0.27) vs JGQSX (0.04). CNPEX was incepted earlier than JGQSX: CNPEX (23 years) vs JGQSX (5 years). JGQSX (1.52) is less costly to investors than CNPEX (1.00). CNPEX is a more actively managed with annual turnover of: 24.00 vs. JGQSX (11.76). CNPEX has a lower initial minimum investment than JGQSX: CNPEX (250) vs JGQSX (2500). CNPEX annual gain was more profitable for investors over the last year : 10.83 vs. JGQSX (9.89). JGQSX return over 5 years is better than : 64.93 vs. CNPEX (44.54).
| CNPEX | JGQSX | CNPEX / JGQSX | |
| Total Expense Ratio | 1.00 | 1.25 | 80% |
| Annual Report Gross Expense Ratio | 1.00 | 1.52 | 66% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 12.818 | 7.451 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 67.6M | 230,769% |
| Annual Yield % from dividends | 0.27 | 0.04 | 756% |
| Returns for 1 year | 10.83 | 9.89 | 109% |
| Returns for 3 years | 45.84 | 41.61 | 110% |
| Returns for 5 years | 44.54 | 64.93 | 69% |
| Returns for 10 years | 89.22 | N/A | - |
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