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CNPAX vs SGARX
CNPAX vs SGARX Comparison
Open Charts CNPAX vs SGARX
American Funds New Perspective 529A
Price$62.43
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets142.32B
Virtus SGA Global Growth R6
Price$23.82
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets236.18M
CNPAX vs SGARX Comparison Chart
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CNPAX vs. SGARX commentary
May 12, 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 SGARX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 142B vs. SGARX (236M). CNPAX pays higher dividends than SGARX: CNPAX (0.54) vs SGARX (0.00). CNPAX was incepted earlier than SGARX: CNPAX (23 years) vs SGARX (14 years). SGARX (1.04) is less costly to investors than CNPAX (0.77). SGARX is a more actively managed with annual turnover of: 32.00 vs. CNPAX (24.00). CNPAX has a lower initial minimum investment than SGARX: CNPAX (250) vs SGARX (2500000). CNPAX annual gain was more profitable for investors over the last year : 5.29 vs. SGARX (-16.10). CNPAX return over 5 years is better than : 47.64 vs. SGARX (4.80).
| CNPAX | SGARX | CNPAX / SGARX | |
| Total Expense Ratio | 0.77 | 0.90 | 86% |
| Annual Report Gross Expense Ratio | 0.77 | 1.04 | 74% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 2.294 | -1.814 | -126% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 236M | 60,169% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 5.29 | -16.10 | -33% |
| Returns for 3 years | 28.34 | 6.53 | 434% |
| Returns for 5 years | 47.64 | 4.80 | 993% |
| Returns for 10 years | 71.72 | 60.89 | 118% |