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CNPAX vs SGARX
CNPAX vs SGARX Comparison
Open Charts CNPAX vs SGARX
American Funds New Perspective 529A
Price$69.85
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets162.64B
Virtus SGA Global Growth R6
Price$22.46
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets200M
CNPAX vs SGARX Comparison Chart in %
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CNPAX vs. SGARX commentary
Dec 29, 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 SGARX is a Hold.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 163B vs. SGARX (200M). CNPAX pays higher dividends than SGARX: CNPAX (0.46) vs SGARX (0.00). CNPAX was incepted earlier than SGARX: CNPAX (24 years) vs SGARX (15 years). SGARX (1.04) is less costly to investors than CNPAX (0.77). SGARX is a more actively managed with annual turnover of: 32.00 vs. CNPAX (24.00). CNPAX has a lower initial minimum investment than SGARX: CNPAX (250) vs SGARX (2500000). CNPAX annual gain was more profitable for investors over the last year : 11.89 vs. SGARX (-9.29). CNPAX return over 5 years is better than : 21.85 vs. SGARX (-22.50).
| CNPAX | SGARX | CNPAX / SGARX | |
| Total Expense Ratio | 0.77 | 0.90 | 86% |
| Annual Report Gross Expense Ratio | 0.77 | 1.04 | 74% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 14.452 | -7.420 | -195% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 200M | 81,500% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 11.89 | -9.29 | -128% |
| Returns for 3 years | 52.67 | 4.37 | 1,206% |
| Returns for 5 years | 21.85 | -22.50 | -97% |
| Returns for 10 years | 104.15 | 52.74 | 197% |
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