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CNPAX vs SGAAX
CNPAX vs SGAAX Comparison
Open Charts CNPAX vs SGAAX
American Funds New Perspective 529A
Price$70.41
Change-$2.56 (-3.51%)
VolumeN/A
Net Assets162.72B
Virtus SGA Global Growth A
Price$19.42
Change-$4.33 (-18.23%)
VolumeN/A
Net Assets187.94M
CNPAX vs SGAAX Comparison Chart in %
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CNPAX vs. SGAAX commentary
Feb 04, 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 CNPAX is a Hold and SGAAX is a Hold.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 163B vs. SGAAX (188M). CNPAX pays higher dividends than SGAAX: CNPAX (0.99) vs SGAAX (0.00). CNPAX was incepted earlier than SGAAX: CNPAX (24 years) vs SGAAX (12 years). SGAAX (1.44) is less costly to investors than CNPAX (0.74). SGAAX is a more actively managed with annual turnover of: 37.00 vs. CNPAX (23.00). SGAAX initial investment is less costly to investors than CNPAX (4%) vs CNPAX (4%). CNPAX has a lower initial minimum investment than SGAAX: CNPAX (250) vs SGAAX (2500). CNPAX annual gain was more profitable for investors over the last year : 12.85 vs. SGAAX (-15.89). CNPAX return over 5 years is better than : 17.17 vs. SGAAX (-34.74).
| CNPAX | SGAAX | CNPAX / SGAAX | |
| Total Expense Ratio | 0.74 | 1.25 | 59% |
| Annual Report Gross Expense Ratio | 0.74 | 1.44 | 51% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 1.602 | -5.314 | -30% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 188M | 86,702% |
| Annual Yield % from dividends | 0.99 | 0.00 | - |
| Returns for 1 year | 12.85 | -15.89 | -81% |
| Returns for 3 years | 41.12 | -15.05 | -273% |
| Returns for 5 years | 17.17 | -34.74 | -49% |
| Returns for 10 years | 136.09 | 50.74 | 268% |
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