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CNPAX vs SGAAX
CNPAX vs SGAAX Comparison
Open Charts CNPAX vs SGAAX
American Funds New Perspective 529A
Price$69.28
Change+$0.54 (+0.79%)
VolumeN/A
Net Assets155.4B
Virtus SGA Global Growth A
Price$23.50
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets232.42M
CNPAX vs SGAAX Comparison Chart in %
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CNPAX vs. SGAAX commentary
Aug 07, 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: 155B vs. SGAAX (232M). CNPAX pays higher dividends than SGAAX: CNPAX (0.48) vs SGAAX (0.00). CNPAX was incepted earlier than SGAAX: CNPAX (23 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 : 18.56 vs. SGAAX (-12.40). CNPAX return over 5 years is better than : 38.09 vs. SGAAX (-9.53).
| CNPAX | SGAAX | CNPAX / SGAAX | |
| Total Expense Ratio | 0.77 | 1.25 | 62% |
| Annual Report Gross Expense Ratio | 0.77 | 1.44 | 53% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 13.518 | 3.622 | 373% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 232M | 66,810% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 18.56 | -12.40 | -150% |
| Returns for 3 years | 37.15 | 0.47 | 7,886% |
| Returns for 5 years | 38.09 | -9.53 | -400% |
| Returns for 10 years | 91.75 | 60.20 | 152% |
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