CNPEX
Price
$68.79
Change
+$0.04 (+0.06%)
Updated
Dec 26 closing price
Net Assets
162.64B
PGIIX
Price
$22.47
Change
+$0.07 (+0.31%)
Updated
Dec 26 closing price
Net Assets
259.57M
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CNPEX vs PGIIX

Header iconCNPEX vs PGIIX Comparison
Open Charts CNPEX vs PGIIXBanner chart's image
American Funds New Perspective 529E
Price$68.79
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets162.64B
Polen Global Growth Institutional
Price$22.47
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets259.57M
CNPEX vs PGIIX Comparison Chart in %
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CNPEX vs. PGIIX commentary
Dec 28, 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 PGIIX is a Hold.

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FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. PGIIX (260M). CNPEX pays higher dividends than PGIIX: CNPEX (0.25) vs PGIIX (0.00). CNPEX was incepted earlier than PGIIX: CNPEX (24 years) vs PGIIX (11 years). PGIIX (1.01) and CNPEX (1.00) have similar cost to investors . PGIIX is a more actively managed with annual turnover of: 32.00 vs. CNPEX (24.00). CNPEX has a lower initial minimum investment than PGIIX: CNPEX (250) vs PGIIX (100000). CNPEX annual gain was more profitable for investors over the last year : 11.80 vs. PGIIX (-17.36). CNPEX return over 5 years is better than : 20.30 vs. PGIIX (-4.67).
CNPEXPGIIXCNPEX / PGIIX
Total Expense Ratio1.001.0199%
Annual Report Gross Expense Ratio1.001.0199%
Fund Existence24 years11 years-
Gain YTD14.364-15.303-94%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets163B260M62,692%
Annual Yield % from dividends0.250.00-
Returns for 1 year11.80-17.36-68%
Returns for 3 years51.6420.87247%
Returns for 5 years20.30-4.67-435%
Returns for 10 years98.83105.2194%
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