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CNPAX vs SGARX
CNPAX vs SGARX Comparison
Open Charts CNPAX vs SGARX
American Funds New Perspective 529A
Price$73.22
Change+$0.41 (+0.56%)
VolumeN/A
Net Assets164.4B
Virtus SGA Global Growth R6
Price$25.53
Change+$0.10 (+0.39%)
VolumeN/A
Net Assets223.07M
CNPAX vs SGARX Comparison Chart in %
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CNPAX vs. SGARX 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 Buy and SGARX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 164B vs. SGARX (223M). CNPAX pays higher dividends than SGARX: CNPAX (0.46) vs SGARX (0.00). CNPAX was incepted earlier than SGARX: CNPAX (24 years) vs SGARX (15 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 : 13.87 vs. SGARX (-16.84). CNPAX return over 5 years is better than : 36.33 vs. SGARX (-10.93).
| CNPAX | SGARX | CNPAX / SGARX | |
| Total Expense Ratio | 0.77 | 0.90 | 86% |
| Annual Report Gross Expense Ratio | 0.77 | 1.04 | 74% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 19.974 | 4.823 | 414% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| 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 | -16.84 | -82% |
| Returns for 3 years | 65.46 | 22.61 | 289% |
| Returns for 5 years | 36.33 | -10.93 | -332% |
| Returns for 10 years | 109.74 | 77.91 | 141% |
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