Interact to see
Advertisement
Advertisement
CNPAX vs SGARX
CNPAX vs SGARX Comparison
Open Charts CNPAX vs SGARX
American Funds New Perspective 529A
Price$72.14
Change-$0.10 (-0.14%)
VolumeN/A
Net Assets162.01B
Virtus SGA Global Growth R6
Price$25.14
Change-$0.05 (-0.20%)
VolumeN/A
Net Assets218.7M
CNPAX vs SGARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CNPAX vs. SGARX commentary
Oct 17, 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: 162B vs. SGARX (219M). 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 : 10.88 vs. SGARX (-19.16). CNPAX return over 5 years is better than : 35.03 vs. SGARX (-11.33).
| 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 | 18.204 | 3.833 | 475% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 219M | 73,973% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 10.88 | -19.16 | -57% |
| Returns for 3 years | 67.39 | 25.95 | 260% |
| Returns for 5 years | 35.03 | -11.33 | -309% |
| Returns for 10 years | 104.94 | 73.59 | 143% |