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CNPAX vs SGARX
CNPAX vs SGARX Comparison
Open Charts CNPAX vs SGARX
American Funds New Perspective 529A
Price$70.41
Change-$2.56 (-3.51%)
VolumeN/A
Net Assets162.72B
Virtus SGA Global Growth R6
Price$21.09
Change-$4.43 (-17.36%)
VolumeN/A
Net Assets187.94M
CNPAX vs SGARX Comparison Chart in %
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CNPAX vs. SGARX 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 SGARX is a Hold.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 163B vs. SGARX (188M). CNPAX pays higher dividends than SGARX: CNPAX (0.99) 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 (0.74). SGARX is a more actively managed with annual turnover of: 37.00 vs. CNPAX (23.00). 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 : 12.85 vs. SGARX (-14.79). CNPAX return over 5 years is better than : 17.17 vs. SGARX (-31.48).
| CNPAX | SGARX | CNPAX / SGARX | |
| Total Expense Ratio | 0.74 | 0.90 | 82% |
| Annual Report Gross Expense Ratio | 0.74 | 1.04 | 71% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 1.602 | -5.341 | -30% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| 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 | -14.79 | -87% |
| Returns for 3 years | 41.12 | -12.02 | -342% |
| Returns for 5 years | 17.17 | -31.48 | -55% |
| Returns for 10 years | 136.09 | 62.12 | 219% |
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