CNPEX
Price
$71.48
Change
+$0.13 (+0.18%)
Updated
Oct 17 closing price
Net Assets
162.86B
WAGSX
Price
$12.38
Change
+$0.04 (+0.32%)
Updated
Oct 17 closing price
Net Assets
12.37M
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CNPEX vs WAGSX

Header iconCNPEX vs WAGSX Comparison
Open Charts CNPEX vs WAGSXBanner chart's image
American Funds New Perspective 529E
Price$71.48
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets162.86B
Wasatch Global Select Investor
Price$12.38
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets12.37M
CNPEX vs WAGSX Comparison Chart in %
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CNPEX vs. WAGSX commentary
Oct 19, 2025

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 WAGSX is a Hold.

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FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. WAGSX (12.4M). CNPEX pays higher dividends than WAGSX: CNPEX (0.26) vs WAGSX (0.00). CNPEX was incepted earlier than WAGSX: CNPEX (24 years) vs WAGSX (6 years). WAGSX (2.57) is less costly to investors than CNPEX (1.00). CNPEX is a more actively managed with annual turnover of: 24.00 vs. WAGSX (21.00). CNPEX has a lower initial minimum investment than WAGSX: CNPEX (250) vs WAGSX (2000). CNPEX annual gain was more profitable for investors over the last year : 12.34 vs. WAGSX (-1.28). CNPEX return over 5 years is better than : 33.88 vs. WAGSX (-6.85).
CNPEXWAGSXCNPEX / WAGSX
Total Expense Ratio1.001.3674%
Annual Report Gross Expense Ratio1.002.5739%
Fund Existence24 years6 years-
Gain YTD18.8362.568733%
Front LoadN/AN/A-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets163B12.4M1,314,516%
Annual Yield % from dividends0.260.00-
Returns for 1 year12.34-1.28-967%
Returns for 3 years61.0538.02161%
Returns for 5 years33.88-6.85-495%
Returns for 10 years101.09N/A-
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