CNPCX
Price
$64.90
Change
+$0.36 (+0.56%)
Updated
Jul 3 closing price
Net Assets
156.22B
SGARX
Price
$26.00
Change
+$0.26 (+1.01%)
Updated
Jul 3 closing price
Net Assets
242.33M
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CNPCX vs SGARX

Header iconCNPCX vs SGARX Comparison
Open Charts CNPCX vs SGARXBanner chart's image
American Funds New Perspective 529C
Price$64.90
Change+$0.36 (+0.56%)
VolumeN/A
Net Assets156.22B
Virtus SGA Global Growth R6
Price$26.00
Change+$0.26 (+1.01%)
VolumeN/A
Net Assets242.33M
CNPCX vs SGARX Comparison Chart in %
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CNPCX vs. SGARX 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 SGARX is a Buy.

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FUNDAMENTALS
Fundamentals
CNPCX has more cash in the bank: 156B vs. SGARX (242M). CNPCX (0.00) and SGARX (0.00) have matching dividends . CNPCX was incepted earlier than SGARX: CNPCX (23 years) vs SGARX (15 years). CNPCX (1.52) is less costly to investors than SGARX (1.04). SGARX is a more actively managed with annual turnover of: 32.00 vs. CNPCX (24.00). CNPCX has a lower initial minimum investment than SGARX: CNPCX (250) vs SGARX (2500000). CNPCX annual gain was more profitable for investors over the last year : 10.06 vs. SGARX (-11.74). CNPCX return over 5 years is better than : 39.65 vs. SGARX (2.20).
CNPCXSGARXCNPCX / SGARX
Total Expense Ratio1.520.90169%
Annual Report Gross Expense Ratio1.521.04146%
Fund Existence23 years15 years-
Gain YTD12.5177.172175%
Front LoadN/AN/A-
Min. Initial Investment25025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets156B242M64,463%
Annual Yield % from dividends0.000.00-
Returns for 1 year10.06-11.74-86%
Returns for 3 years42.8817.70242%
Returns for 5 years39.652.201,801%
Returns for 10 years77.2583.4993%
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