Interact to see
Advertisement
Advertisement
CNPAX vs SGAAX
CNPAX vs SGAAX Comparison
Open Charts CNPAX vs SGAAX
American Funds New Perspective 529A
Price$70.16
Change-$0.47 (-0.67%)
VolumeN/A
Net Assets158.54B
Virtus SGA Global Growth A
Price$23.56
Change-$0.08 (-0.34%)
VolumeN/A
Net Assets229.87M
CNPAX vs SGAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CNPAX vs. SGAAX commentary
Sep 01, 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 CNPAX is a Buy and SGAAX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 159B vs. SGAAX (230M). CNPAX pays higher dividends than SGAAX: CNPAX (0.48) vs SGAAX (0.00). CNPAX was incepted earlier than SGAAX: CNPAX (24 years) vs SGAAX (12 years). SGAAX (1.44) is less costly to investors than CNPAX (0.77). SGAAX is a more actively managed with annual turnover of: 32.00 vs. CNPAX (24.00). SGAAX initial investment is less costly to investors than CNPAX (4%) vs CNPAX (4%). CNPAX has a lower initial minimum investment than SGAAX: CNPAX (250) vs SGAAX (2500). CNPAX annual gain was more profitable for investors over the last year : 11.73 vs. SGAAX (-17.62). CNPAX return over 5 years is better than : 31.47 vs. SGAAX (-14.39).
| CNPAX | SGAAX | CNPAX / SGAAX | |
| Total Expense Ratio | 0.77 | 1.25 | 62% |
| Annual Report Gross Expense Ratio | 0.77 | 1.44 | 53% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 14.960 | 4.064 | 368% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 230M | 69,130% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 11.73 | -17.62 | -67% |
| Returns for 3 years | 45.28 | 9.23 | 491% |
| Returns for 5 years | 31.47 | -14.39 | -219% |
| Returns for 10 years | 110.90 | 75.86 | 146% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers