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CNPCX vs SGAAX
CNPCX vs SGAAX Comparison
Open Charts CNPCX vs SGAAX
American Funds New Perspective 529C
Price$64.90
Change+$0.36 (+0.56%)
VolumeN/A
Net Assets156.22B
Virtus SGA Global Growth A
Price$24.22
Change+$0.24 (+1.00%)
VolumeN/A
Net Assets242.33M
CNPCX vs SGAAX Comparison Chart in %
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CNPCX vs. SGAAX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CNPCX has more cash in the bank: 156B vs. SGAAX (242M). CNPCX (0.00) and SGAAX (0.00) have matching dividends . CNPCX was incepted earlier than SGAAX: CNPCX (23 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 : 10.06 vs. SGAAX (-13.28). CNPCX return over 5 years is better than : 39.65 vs. SGAAX (-1.90).
| CNPCX | SGAAX | CNPCX / SGAAX | |
| Total Expense Ratio | 1.52 | 1.25 | 122% |
| Annual Report Gross Expense Ratio | 1.52 | 1.44 | 106% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 12.517 | 6.979 | 179% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 242M | 64,463% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.06 | -13.28 | -76% |
| Returns for 3 years | 42.88 | 14.52 | 295% |
| Returns for 5 years | 39.65 | -1.90 | -2,083% |
| Returns for 10 years | 77.25 | 72.18 | 107% |