Interact to see
Advertisement
Advertisement
CNPEX vs JGQSX
CNPEX vs JGQSX Comparison
Open Charts CNPEX vs JGQSX
American Funds New Perspective 529E
Price$69.31
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
Jensen Global Quality Growth J
Price$18.03
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets67.82M
CNPEX vs JGQSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 159B vs. JGQSX (67.8M). 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 : 13.24 vs. JGQSX (7.23). JGQSX return over 5 years is better than : 54.11 vs. CNPEX (37.07).
| 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 | 15.229 | 6.623 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 67.8M | 234,513% |
| Annual Yield % from dividends | 0.27 | 0.04 | 750% |
| Returns for 1 year | 13.24 | 7.23 | 183% |
| Returns for 3 years | 34.13 | 27.29 | 125% |
| Returns for 5 years | 37.07 | 54.11 | 69% |
| Returns for 10 years | 89.91 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement