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CNPEX vs SUGAX
CNPEX vs SUGAX Comparison
Open Charts CNPEX vs SUGAX
American Funds New Perspective 529E
Price$68.87
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets158.35B
Victory Pioneer Global Growth A
Price$9.74
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.96M
CNPEX vs SUGAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 158B vs. SUGAX (2.96M). CNPEX pays higher dividends than SUGAX: CNPEX (0.27) vs SUGAX (0.00). CNPEX was incepted earlier than SUGAX: CNPEX (23 years) vs SUGAX (4 years). SUGAX (6.99) is less costly to investors than CNPEX (1.00). CNPEX is a more actively managed with annual turnover of: 24.00 vs. SUGAX (21.00). CNPEX has a lower initial minimum investment than SUGAX: CNPEX (250) vs SUGAX (1000). CNPEX annual gain was more profitable for investors over the last year : 16.60 vs. SUGAX (-16.39).
| CNPEX | SUGAX | CNPEX / SUGAX | |
| Total Expense Ratio | 1.00 | 1.00 | 100% |
| Annual Report Gross Expense Ratio | 1.00 | 6.99 | 14% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 14.497 | -19.371 | -75% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 2.96M | 5,345,061% |
| Annual Yield % from dividends | 0.27 | 0.00 | 36,896% |
| Returns for 1 year | 16.60 | -16.39 | -101% |
| Returns for 3 years | 44.61 | 12.81 | 348% |
| Returns for 5 years | 41.41 | N/A | - |
| Returns for 10 years | 89.00 | N/A | - |
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