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CNPEX vs JGQSX
CNPEX vs JGQSX Comparison
Open Charts CNPEX vs JGQSX
American Funds New Perspective 529E
Price$65.30
Change-$0.78 (-1.18%)
VolumeN/A
Net Assets150.58B
Jensen Global Quality Growth J
Price$17.66
Change-$0.32 (-1.78%)
VolumeN/A
Net Assets65.41M
CNPEX vs JGQSX Comparison Chart
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FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 151B vs. JGQSX (65.4M). CNPEX pays higher dividends than JGQSX: CNPEX (0.28) vs JGQSX (0.09). 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 (8.49) and JGQSX (8.12) have marching annual gain over last year. JGQSX return over 5 years is better than : 65.82 vs. CNPEX (46.81).
| 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 | 8.562 | 4.435 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 65.4M | 230,887% |
| Annual Yield % from dividends | 0.28 | 0.09 | 302% |
| Returns for 1 year | 8.49 | 8.12 | 105% |
| Returns for 3 years | 42.57 | 42.38 | 100% |
| Returns for 5 years | 46.81 | 65.82 | 71% |
| Returns for 10 years | 79.11 | N/A | - |
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