CNPCX
Price
$66.24
Change
+$0.04 (+0.06%)
Updated
Aug 15 closing price
Net Assets
158.96B
SGARX
Price
$25.62
Change
+$0.19 (+0.75%)
Updated
Aug 15 closing price
Net Assets
233.39M
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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$66.24
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
Virtus SGA Global Growth R6
Price$25.62
Change+$0.19 (+0.75%)
VolumeN/A
Net Assets233.39M
CNPCX vs SGARX Comparison Chart in %
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CNPCX vs. SGARX commentary
Aug 18, 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 StrongBuy and SGARX is a Buy.

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FUNDAMENTALS
Fundamentals
CNPCX has more cash in the bank: 159B vs. SGARX (233M). CNPCX (0.00) and SGARX (0.00) have matching dividends . CNPCX was incepted earlier than SGARX: CNPCX (24 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 : 12.42 vs. SGARX (-13.68). CNPCX return over 5 years is better than : 32.43 vs. SGARX (-3.86).
CNPCXSGARXCNPCX / SGARX
Total Expense Ratio1.520.90169%
Annual Report Gross Expense Ratio1.521.04146%
Fund Existence24 years15 years-
Gain YTD14.8405.606265%
Front LoadN/AN/A-
Min. Initial Investment25025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets159B233M68,240%
Annual Yield % from dividends0.000.00-
Returns for 1 year12.42-13.68-91%
Returns for 3 years31.413.47904%
Returns for 5 years32.43-3.86-839%
Returns for 10 years77.9174.99104%
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