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CNPCX vs SGARX
CNPCX vs SGARX Comparison
Open Charts CNPCX vs SGARX
American Funds New Perspective 529C
Price$62.46
Change-$0.76 (-1.20%)
VolumeN/A
Net Assets150.58B
Virtus SGA Global Growth R6
Price$25.03
Change-$0.39 (-1.53%)
VolumeN/A
Net Assets239.16M
CNPCX vs SGARX Comparison Chart
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CNPCX vs. SGARX 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 SGARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CNPCX has more cash in the bank: 151B vs. SGARX (239M). CNPCX (0.00) and SGARX (0.00) have matching dividends . CNPCX was incepted earlier than SGARX: CNPCX (23 years) vs SGARX (14 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 : 8.61 vs. SGARX (-12.27). CNPCX return over 5 years is better than : 41.81 vs. SGARX (3.77).
| CNPCX | SGARX | CNPCX / SGARX | |
| Total Expense Ratio | 1.52 | 0.90 | 169% |
| Annual Report Gross Expense Ratio | 1.52 | 1.04 | 146% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 8.287 | 3.174 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| 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 | -12.27 | -70% |
| Returns for 3 years | 39.66 | 17.62 | 225% |
| Returns for 5 years | 41.81 | 3.77 | 1,108% |
| Returns for 10 years | 67.76 | 71.93 | 94% |
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