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CNPFX vs SGARX
CNPFX vs SGARX Comparison
Open Charts CNPFX vs SGARX
American Funds New Perspective 529F
Price$69.44
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets162.64B
Virtus SGA Global Growth R6
Price$22.46
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets200M
CNPFX vs SGARX Comparison Chart in %
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CNPFX vs. SGARX commentary
Dec 28, 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 CNPFX is a Hold and SGARX is a Hold.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 163B vs. SGARX (200M). CNPFX pays higher dividends than SGARX: CNPFX (0.61) 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 (0.84). SGARX is a more actively managed with annual turnover of: 32.00 vs. CNPFX (24.00). 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 : 11.86 vs. SGARX (-9.29). CNPFX return over 5 years is better than : 22.53 vs. SGARX (-22.50).
| CNPFX | SGARX | CNPFX / SGARX | |
| Total Expense Ratio | 0.84 | 0.90 | 93% |
| Annual Report Gross Expense Ratio | 0.84 | 1.04 | 81% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 14.399 | -7.420 | -194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 200M | 81,500% |
| Annual Yield % from dividends | 0.61 | 0.00 | - |
| Returns for 1 year | 11.86 | -9.29 | -128% |
| Returns for 3 years | 53.09 | 4.37 | 1,216% |
| Returns for 5 years | 22.53 | -22.50 | -100% |
| Returns for 10 years | 107.49 | 52.74 | 204% |
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