CNPEX
Price
$68.94
Change
-$0.38 (-0.55%)
Updated
Feb 4 closing price
Net Assets
162.72B
RGERX
Price
$21.41
Change
-$0.52 (-2.37%)
Updated
Feb 4 closing price
Net Assets
755.45M
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CNPEX vs RGERX

Header iconCNPEX vs RGERX Comparison
Open Charts CNPEX vs RGERXBanner chart's image
American Funds New Perspective 529E
Price$68.94
Change-$0.38 (-0.55%)
VolumeN/A
Net Assets162.72B
Columbia Select Global Equity Inst2
Price$21.41
Change-$0.52 (-2.37%)
VolumeN/A
Net Assets755.45M
CNPEX vs RGERX Comparison Chart in %
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CNPEX vs. RGERX 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 RGERX is a Buy.

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FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. RGERX (755M). CNPEX pays higher dividends than RGERX: CNPEX (0.76) vs RGERX (0.50). CNPEX was incepted earlier than RGERX: CNPEX (24 years) vs RGERX (19 years). CNPEX (0.98) and RGERX (0.96) have similar cost to investors . RGERX is a more actively managed with annual turnover of: 51.00 vs. CNPEX (23.00). RGERX has a lower initial minimum investment than CNPEX: RGERX (0) vs CNPEX (250). CNPEX annual gain was more profitable for investors over the last year : 10.71 vs. RGERX (6.40). RGERX return over 5 years is better than : 16.79 vs. CNPEX (13.90).
CNPEXRGERXCNPEX / RGERX
Total Expense Ratio0.980.94104%
Annual Report Gross Expense Ratio0.980.96102%
Fund Existence24 years19 years-
Gain YTD1.0263.23032%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets163B755M21,589%
Annual Yield % from dividends0.760.50153%
Returns for 1 year10.716.40167%
Returns for 3 years39.0738.15102%
Returns for 5 years13.9016.7983%
Returns for 10 years128.18133.2096%
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