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CNPAX vs SGAAX
CNPAX vs SGAAX Comparison
Open Charts CNPAX vs SGAAX
American Funds New Perspective 529A
Price$73.22
Change+$0.41 (+0.56%)
VolumeN/A
Net Assets164.4B
Virtus SGA Global Growth A
Price$23.76
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets223.07M
CNPAX vs SGAAX Comparison Chart in %
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CNPAX vs. SGAAX commentary
Oct 09, 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 Hold and SGAAX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 164B vs. SGAAX (223M). CNPAX pays higher dividends than SGAAX: CNPAX (0.46) 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 : 13.87 vs. SGAAX (-18.29). CNPAX return over 5 years is better than : 36.33 vs. SGAAX (-14.46).
| 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 | 19.974 | 4.549 | 439% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 223M | 73,543% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 13.87 | -18.29 | -76% |
| Returns for 3 years | 65.46 | 19.30 | 339% |
| Returns for 5 years | 36.33 | -14.46 | -251% |
| Returns for 10 years | 109.74 | 66.98 | 164% |
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