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CNPAX vs SGAAX
CNPAX vs SGAAX Comparison
Open Charts CNPAX vs SGAAX
American Funds New Perspective 529A
Price$71.16
Change-$0.63 (-0.88%)
VolumeN/A
Net Assets160.3B
Virtus SGA Global Growth A
Price$22.49
Change-$0.26 (-1.14%)
VolumeN/A
Net Assets210.18M
CNPAX vs SGAAX Comparison Chart in %
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CNPAX vs. SGAAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 160B vs. SGAAX (210M). CNPAX pays higher dividends than SGAAX: CNPAX (0.45) 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 : 12.12 vs. SGAAX (-21.14). CNPAX return over 5 years is better than : 27.74 vs. SGAAX (-19.58).
| 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 | 16.598 | 0.486 | 3,416% |
| Front Load | 4% | 6% | 64% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 210M | 76,190% |
| Annual Yield % from dividends | 0.45 | 0.00 | - |
| Returns for 1 year | 12.12 | -21.14 | -57% |
| Returns for 3 years | 47.23 | 6.66 | 709% |
| Returns for 5 years | 27.74 | -19.58 | -142% |
| Returns for 10 years | 96.04 | 52.38 | 183% |
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