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CNPAX vs SGARX
CNPAX vs SGARX Comparison
Open Charts CNPAX vs SGARX
American Funds New Perspective 529A
Price$70.98
Change+$0.33 (+0.47%)
VolumeN/A
Net Assets159.21B
Virtus SGA Global Growth R6
Price$25.34
Change+$0.12 (+0.48%)
VolumeN/A
Net Assets226.87M
CNPAX vs SGARX Comparison Chart in %
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CNPAX vs. SGARX commentary
Sep 09, 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 Buy and SGARX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 159B vs. SGARX (227M). 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 : 17.66 vs. SGARX (-15.46). CNPAX return over 5 years is better than : 38.05 vs. SGARX (-8.43).
| 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 | 16.303 | 3.916 | 416% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 227M | 70,044% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 17.66 | -15.46 | -114% |
| Returns for 3 years | 43.63 | 13.66 | 319% |
| Returns for 5 years | 38.05 | -8.43 | -451% |
| Returns for 10 years | 107.40 | 82.04 | 131% |
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