CNPEX
Price
$69.32
Change
-$2.47 (-3.44%)
Updated
Feb 3 closing price
Net Assets
162.72B
PGIRX
Price
$20.23
Change
-$7.31 (-26.54%)
Updated
Feb 3 closing price
Net Assets
217.35M
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CNPEX vs PGIRX

Header iconCNPEX vs PGIRX Comparison
Open Charts CNPEX vs PGIRXBanner chart's image
American Funds New Perspective 529E
Price$69.32
Change-$2.47 (-3.44%)
VolumeN/A
Net Assets162.72B
Polen Global Growth Investor
Price$20.23
Change-$7.31 (-26.54%)
VolumeN/A
Net Assets217.35M
CNPEX vs PGIRX Comparison Chart in %
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CNPEX vs. PGIRX 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 PGIRX is a Hold.

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FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. PGIRX (217M). CNPEX pays higher dividends than PGIRX: CNPEX (0.76) vs PGIRX (0.00). CNPEX was incepted earlier than PGIRX: CNPEX (24 years) vs PGIRX (11 years). PGIRX (1.26) is less costly to investors than CNPEX (0.98). PGIRX is a more actively managed with annual turnover of: 32.00 vs. CNPEX (23.00). CNPEX has a lower initial minimum investment than PGIRX: CNPEX (250) vs PGIRX (3000). CNPEX annual gain was more profitable for investors over the last year : 12.48 vs. PGIRX (-24.85). CNPEX return over 5 years is better than : 15.40 vs. PGIRX (-18.26).
CNPEXPGIRXCNPEX / PGIRX
Total Expense Ratio0.981.2678%
Annual Report Gross Expense Ratio0.981.2678%
Fund Existence24 years11 years-
Gain YTD1.583-5.819-27%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets163B217M75,115%
Annual Yield % from dividends0.760.00-
Returns for 1 year12.48-24.85-50%
Returns for 3 years39.84-1.94-2,055%
Returns for 5 years15.40-18.26-84%
Returns for 10 years129.44105.38123%
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