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CNPCX vs SGARX
CNPCX vs SGARX Comparison
Open Charts CNPCX vs SGARX
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.
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).
| 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 | 15 years | - |
| Gain YTD | 12.517 | 7.172 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 242M | 64,463% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.06 | -11.74 | -86% |
| Returns for 3 years | 42.88 | 17.70 | 242% |
| Returns for 5 years | 39.65 | 2.20 | 1,801% |
| Returns for 10 years | 77.25 | 83.49 | 93% |
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