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CNPAX vs SGAPX
CNPAX vs SGAPX Comparison
Open Charts CNPAX vs SGAPX
American Funds New Perspective 529A
Price$69.28
Change+$0.54 (+0.79%)
VolumeN/A
Net Assets155.4B
Virtus SGA Global Growth I
Price$24.02
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets232.42M
CNPAX vs SGAPX Comparison Chart in %
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CNPAX vs. SGAPX 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 SGAPX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 155B vs. SGAPX (232M). CNPAX pays higher dividends than SGAPX: CNPAX (0.48) vs SGAPX (0.00). CNPAX was incepted earlier than SGAPX: CNPAX (23 years) vs SGAPX (12 years). SGAPX (1.18) is less costly to investors than CNPAX (0.77). SGAPX is a more actively managed with annual turnover of: 32.00 vs. CNPAX (24.00). CNPAX has a lower initial minimum investment than SGAPX: CNPAX (250) vs SGAPX (100000). CNPAX annual gain was more profitable for investors over the last year : 18.56 vs. SGAPX (-11.77). CNPAX return over 5 years is better than : 38.09 vs. SGAPX (-7.91).
| CNPAX | SGAPX | CNPAX / SGAPX | |
| Total Expense Ratio | 0.77 | 1.00 | 77% |
| Annual Report Gross Expense Ratio | 0.77 | 1.18 | 65% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 13.518 | 3.810 | 355% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| 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 | -11.77 | -158% |
| Returns for 3 years | 37.15 | 1.70 | 2,190% |
| Returns for 5 years | 38.09 | -7.91 | -481% |
| Returns for 10 years | 91.75 | 63.61 | 144% |
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