CNPCX
Price
$66.42
Change
+$0.31 (+0.47%)
Updated
Sep 5 closing price
Net Assets
159.21B
SGAAX
Price
$23.47
Change
-$0.01 (-0.04%)
Updated
Sep 5 closing price
Net Assets
226.87M
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CNPCX vs SGAAX

Header iconCNPCX vs SGAAX Comparison
Open Charts CNPCX vs SGAAXBanner chart's image
American Funds New Perspective 529C
Price$66.42
Change+$0.31 (+0.47%)
VolumeN/A
Net Assets159.21B
Virtus SGA Global Growth A
Price$23.47
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets226.87M
CNPCX vs SGAAX Comparison Chart in %
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CNPCX vs. SGAAX commentary
Sep 08, 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.

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FUNDAMENTALS
Fundamentals
CNPCX has more cash in the bank: 159B vs. SGAAX (227M). 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 : 13.91 vs. SGAAX (-16.95). CNPCX return over 5 years is better than : 29.48 vs. SGAAX (-12.10).
CNPCXSGAAXCNPCX / SGAAX
Total Expense Ratio1.521.25122%
Annual Report Gross Expense Ratio1.521.44106%
Fund Existence24 years12 years-
Gain YTD15.1533.666413%
Front LoadN/A6%-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets159B227M70,044%
Annual Yield % from dividends0.000.00-
Returns for 1 year13.91-16.95-82%
Returns for 3 years45.2710.55429%
Returns for 5 years29.48-12.10-244%
Returns for 10 years88.2070.83125%
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