CNPEX
Price
$69.32
Change
-$2.47 (-3.44%)
Updated
Feb 3 closing price
Net Assets
162.72B
PGIIX
Price
$20.95
Change
-$7.37 (-26.02%)
Updated
Feb 3 closing price
Net Assets
209.62M
Interact to see
Advertisement

CNPEX vs PGIIX

Header iconCNPEX vs PGIIX Comparison
Open Charts CNPEX vs PGIIXBanner chart's image
American Funds New Perspective 529E
Price$69.32
Change-$2.47 (-3.44%)
VolumeN/A
Net Assets162.72B
Polen Global Growth Institutional
Price$20.95
Change-$7.37 (-26.02%)
VolumeN/A
Net Assets209.62M
CNPEX vs PGIIX Comparison Chart in %
View a ticker or compare two or three
VS
CNPEX vs. PGIIX commentary
Feb 05, 2026

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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. PGIIX (210M). CNPEX pays higher dividends than PGIIX: CNPEX (0.76) vs PGIIX (0.00). CNPEX was incepted earlier than PGIIX: CNPEX (24 years) vs PGIIX (11 years). PGIIX (1.01) and CNPEX (0.98) have similar cost to investors . PGIIX is a more actively managed with annual turnover of: 32.00 vs. CNPEX (23.00). 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 : 12.48 vs. PGIIX (-24.18). CNPEX return over 5 years is better than : 15.40 vs. PGIIX (-16.60).
CNPEXPGIIXCNPEX / PGIIX
Total Expense Ratio0.981.0197%
Annual Report Gross Expense Ratio0.981.0197%
Fund Existence24 years11 years-
Gain YTD1.583-5.758-27%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets163B210M77,619%
Annual Yield % from dividends0.760.00-
Returns for 1 year12.48-24.18-52%
Returns for 3 years39.84-0.52-7,627%
Returns for 5 years15.40-16.60-93%
Returns for 10 years129.44112.26115%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
NBET35.820.76
+2.17%
Neuberger Berman Engy Trnstn & InfrasETF
MBB95.250.02
+0.02%
iShares MBS ETF
MAGA53.58N/A
N/A
Point Bridge America First ETF
RA13.07N/A
N/A
Brookfield Real Assets Income Fund
PCGG11.19-0.37
-3.20%
Polen Capital Global Growth ETF