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CNPFX vs SGARX
CNPFX vs SGARX Comparison
Open Charts CNPFX vs SGARX
American Funds New Perspective 529F
Price$70.01
Change-$2.66 (-3.66%)
VolumeN/A
Net Assets162.72B
Virtus SGA Global Growth R6
Price$21.09
Change-$4.43 (-17.36%)
VolumeN/A
Net Assets187.94M
CNPFX vs SGARX Comparison Chart in %
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CNPFX vs. SGARX commentary
Feb 04, 2026
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 CNPFX is a Hold and SGARX is a Hold.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 163B vs. SGARX (188M). CNPFX pays higher dividends than SGARX: CNPFX (1.17) vs SGARX (0.00). CNPFX was incepted earlier than SGARX: CNPFX (23 years) vs SGARX (15 years). SGARX (1.04) is less costly to investors than CNPFX (0.83). SGARX is a more actively managed with annual turnover of: 37.00 vs. CNPFX (23.00). CNPFX has a lower initial minimum investment than SGARX: CNPFX (250) vs SGARX (2500000). CNPFX annual gain was more profitable for investors over the last year : 13.02 vs. SGARX (-14.79). CNPFX return over 5 years is better than : 18.03 vs. SGARX (-31.48).
| CNPFX | SGARX | CNPFX / SGARX | |
| Total Expense Ratio | 0.83 | 0.90 | 92% |
| Annual Report Gross Expense Ratio | 0.83 | 1.04 | 80% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 1.611 | -5.341 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 188M | 86,702% |
| Annual Yield % from dividends | 1.17 | 0.00 | - |
| Returns for 1 year | 13.02 | -14.79 | -88% |
| Returns for 3 years | 41.75 | -12.02 | -347% |
| Returns for 5 years | 18.03 | -31.48 | -57% |
| Returns for 10 years | 140.44 | 62.12 | 226% |
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