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CNPEX vs SGAAX
CNPEX vs SGAAX Comparison
Open Charts CNPEX vs SGAAX
American Funds New Perspective 529E
Price$71.48
Change+$0.13 (+0.18%)
VolumeN/A
Net Assets162.86B
Virtus SGA Global Growth A
Price$23.43
Change+$0.09 (+0.39%)
VolumeN/A
Net Assets217.96M
CNPEX vs SGAAX Comparison Chart in %
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CNPEX vs. SGAAX commentary
Oct 19, 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 CNPEX is a Hold and SGAAX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 163B vs. SGAAX (218M). CNPEX pays higher dividends than SGAAX: CNPEX (0.26) vs SGAAX (0.00). CNPEX was incepted earlier than SGAAX: CNPEX (24 years) vs SGAAX (12 years). SGAAX (1.44) is less costly to investors than CNPEX (1.00). SGAAX is a more actively managed with annual turnover of: 32.00 vs. CNPEX (24.00). CNPEX has a lower initial minimum investment than SGAAX: CNPEX (250) vs SGAAX (2500). CNPEX annual gain was more profitable for investors over the last year : 12.34 vs. SGAAX (-19.62). CNPEX return over 5 years is better than : 33.88 vs. SGAAX (-15.48).
| CNPEX | SGAAX | CNPEX / SGAAX | |
| Total Expense Ratio | 1.00 | 1.25 | 80% |
| Annual Report Gross Expense Ratio | 1.00 | 1.44 | 69% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 18.836 | 3.489 | 540% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 218M | 74,771% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | 12.34 | -19.62 | -63% |
| Returns for 3 years | 61.05 | 16.80 | 363% |
| Returns for 5 years | 33.88 | -15.48 | -219% |
| Returns for 10 years | 101.09 | 62.67 | 161% |
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