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CNPCX vs SGAAX
CNPCX vs SGAAX Comparison
Open Charts CNPCX vs SGAAX
American Funds New Perspective 529C
Price$67.43
Change+$0.35 (+0.52%)
VolumeN/A
Net Assets161.39B
Virtus SGA Global Growth A
Price$23.35
Change+$0.09 (+0.39%)
VolumeN/A
Net Assets221.39M
CNPCX vs SGAAX Comparison Chart in %
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CNPCX vs. SGAAX commentary
Sep 28, 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 CNPCX is a Buy and SGAAX is a Hold.
FUNDAMENTALS
Fundamentals
CNPCX has more cash in the bank: 161B vs. SGAAX (221M). CNPCX (0.00) and SGAAX (0.00) have matching dividends . CNPCX was incepted earlier than SGAAX: CNPCX (24 years) vs SGAAX (12 years). CNPCX (1.52) is less costly to investors than SGAAX (1.44). SGAAX is a more actively managed with annual turnover of: 32.00 vs. CNPCX (24.00). CNPCX has a lower initial minimum investment than SGAAX: CNPCX (250) vs SGAAX (2500). CNPCX annual gain was more profitable for investors over the last year : 9.62 vs. SGAAX (-20.17). CNPCX return over 5 years is better than : 34.73 vs. SGAAX (-10.26).
| CNPCX | SGAAX | CNPCX / SGAAX | |
| Total Expense Ratio | 1.52 | 1.25 | 122% |
| Annual Report Gross Expense Ratio | 1.52 | 1.44 | 106% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 16.904 | 3.136 | 539% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 221M | 72,851% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.62 | -20.17 | -48% |
| Returns for 3 years | 57.89 | 19.93 | 291% |
| Returns for 5 years | 34.73 | -10.26 | -338% |
| Returns for 10 years | 100.75 | 78.27 | 129% |