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CNPCX vs SGAAX
CNPCX vs SGAAX Comparison
Open Charts CNPCX vs SGAAX
American Funds New Perspective 529C
Price$62.46
Change-$0.76 (-1.20%)
VolumeN/A
Net Assets150.58B
Virtus SGA Global Growth A
Price$23.32
Change-$0.36 (-1.52%)
VolumeN/A
Net Assets239.16M
CNPCX vs SGAAX Comparison Chart
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CNPCX vs. SGAAX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CNPCX has more cash in the bank: 151B vs. SGAAX (239M). 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 : 8.61 vs. SGAAX (-13.85). CNPCX return over 5 years is better than : 41.81 vs. SGAAX (-0.43).
| 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 | 8.287 | 3.004 | 276% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 239M | 63,180% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.61 | -13.85 | -62% |
| Returns for 3 years | 39.66 | 14.37 | 276% |
| Returns for 5 years | 41.81 | -0.43 | -9,792% |
| Returns for 10 years | 67.76 | 61.32 | 111% |
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