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CNPAX vs SGARX
CNPAX vs SGARX Comparison
Open Charts CNPAX vs SGARX
American Funds New Perspective 529A
Price$70.42
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
Virtus SGA Global Growth R6
Price$25.62
Change+$0.19 (+0.75%)
VolumeN/A
Net Assets233.39M
CNPAX vs SGARX Comparison Chart in %
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CNPAX vs. SGARX commentary
Aug 18, 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 StrongBuy and SGARX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 159B vs. SGARX (233M). CNPAX pays higher dividends than SGARX: CNPAX (0.48) 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 : 13.57 vs. SGARX (-13.68). CNPAX return over 5 years is better than : 39.09 vs. SGARX (-3.86).
| 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 | 15.386 | 5.606 | 274% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 233M | 68,240% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 13.57 | -13.68 | -99% |
| Returns for 3 years | 35.29 | 3.47 | 1,016% |
| Returns for 5 years | 39.09 | -3.86 | -1,011% |
| Returns for 10 years | 95.36 | 74.99 | 127% |
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