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CNPAX vs SGACX
CNPAX vs SGACX Comparison
Open Charts CNPAX vs SGACX
American Funds New Perspective 529A
Price$73.46
Change+$0.79 (+1.09%)
VolumeN/A
Net Assets162.86B
Virtus SGA Global Growth C
Price$20.74
Change+$0.23 (+1.12%)
VolumeN/A
Net Assets217.96M
CNPAX vs SGACX Comparison Chart in %
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CNPAX vs. SGACX commentary
Oct 21, 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 CNPAX is a Hold and SGACX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 163B vs. SGACX (218M). CNPAX pays higher dividends than SGACX: CNPAX (0.46) vs SGACX (0.00). CNPAX was incepted earlier than SGACX: CNPAX (24 years) vs SGACX (12 years). SGACX (2.17) is less costly to investors than CNPAX (0.77). SGACX is a more actively managed with annual turnover of: 32.00 vs. CNPAX (24.00). CNPAX has a lower initial minimum investment than SGACX: CNPAX (250) vs SGACX (2500). CNPAX annual gain was more profitable for investors over the last year : 13.35 vs. SGACX (-22.09). CNPAX return over 5 years is better than : 38.56 vs. SGACX (-20.72).
| CNPAX | SGACX | CNPAX / SGACX | |
| Total Expense Ratio | 0.77 | 2.00 | 39% |
| Annual Report Gross Expense Ratio | 0.77 | 2.17 | 35% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 20.367 | 4.012 | 508% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 218M | 74,771% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 13.35 | -22.09 | -60% |
| Returns for 3 years | 63.79 | 12.05 | 530% |
| Returns for 5 years | 38.56 | -20.72 | -186% |
| Returns for 10 years | 104.38 | 43.08 | 242% |
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