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CNPEX vs MSPTX
CNPEX vs MSPTX Comparison
Open Charts CNPEX vs MSPTX
American Funds New Perspective 529E
Price$68.75
Change+$0.09 (+0.13%)
VolumeN/A
Net Assets162.64B
Morgan Stanley Inst Global Insgt C
Price$16.74
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets66.28M
CNPEX vs MSPTX Comparison Chart in %
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CNPEX vs. MSPTX commentary
Dec 27, 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 MSPTX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. MSPTX (66.3M). MSPTX pays higher dividends than CNPEX: MSPTX (0.55) vs CNPEX (0.25). CNPEX was incepted earlier than MSPTX: CNPEX (24 years) vs MSPTX (11 years). MSPTX (2.47) is less costly to investors than CNPEX (1.00). MSPTX is a more actively managed with annual turnover of: 54.00 vs. CNPEX (24.00). CNPEX has a lower initial minimum investment than MSPTX: CNPEX (250) vs MSPTX (1000). MSPTX annual gain was more profitable for investors over the last year : 12.96 vs. CNPEX (11.63). CNPEX return over 5 years is better than : 20.23 vs. MSPTX (-46.14).
| CNPEX | MSPTX | CNPEX / MSPTX | |
| Total Expense Ratio | 1.00 | 2.10 | 48% |
| Annual Report Gross Expense Ratio | 1.00 | 2.47 | 40% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 14.298 | 19.486 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 66.3M | 245,852% |
| Annual Yield % from dividends | 0.25 | 0.55 | 46% |
| Returns for 1 year | 11.63 | 12.96 | 90% |
| Returns for 3 years | 50.89 | 163.13 | 31% |
| Returns for 5 years | 20.23 | -46.14 | -44% |
| Returns for 10 years | 100.90 | 39.18 | 258% |
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