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CNPEX vs WAGSX
CNPEX vs WAGSX Comparison
Open Charts CNPEX vs WAGSX
American Funds New Perspective 529E
Price$65.30
Change-$0.78 (-1.18%)
VolumeN/A
Net Assets150.58B
Wasatch Global Select Investor
Price$12.91
Change-$0.20 (-1.53%)
VolumeN/A
Net Assets14.77M
CNPEX vs WAGSX Comparison Chart
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FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 151B vs. WAGSX (14.8M). CNPEX pays higher dividends than WAGSX: CNPEX (0.28) vs WAGSX (0.00). CNPEX was incepted earlier than WAGSX: CNPEX (23 years) vs WAGSX (6 years). WAGSX (2.57) is less costly to investors than CNPEX (1.00). CNPEX (24.00) and WAGSX (24.00) have comparable annual turnover. CNPEX has a lower initial minimum investment than WAGSX: CNPEX (250) vs WAGSX (2000). WAGSX annual gain was more profitable for investors over the last year : 11.68 vs. CNPEX (8.49). CNPEX return over 5 years is better than : 46.81 vs. WAGSX (16.31).
| CNPEX | WAGSX | CNPEX / WAGSX | |
| Total Expense Ratio | 1.00 | 1.36 | 74% |
| Annual Report Gross Expense Ratio | 1.00 | 2.57 | 39% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 8.562 | 6.959 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 14.8M | 1,020,270% |
| Annual Yield % from dividends | 0.28 | 0.00 | - |
| Returns for 1 year | 8.49 | 11.68 | 73% |
| Returns for 3 years | 42.57 | 43.76 | 97% |
| Returns for 5 years | 46.81 | 16.31 | 287% |
| Returns for 10 years | 79.11 | N/A | - |
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