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CNPAX vs SGARX
CNPAX vs SGARX Comparison
Open Charts CNPAX vs SGARX
American Funds New Perspective 529A
Price$69.97
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets158.35B
Virtus SGA Global Growth R6
Price$26.04
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets240.86M
CNPAX vs SGARX Comparison Chart in %
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CNPAX vs. SGARX commentary
Jul 27, 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: 158B vs. SGARX (241M). CNPAX pays higher dividends than SGARX: CNPAX (0.49) vs SGARX (0.00). CNPAX was incepted earlier than SGARX: CNPAX (23 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 : 16.95 vs. SGARX (-9.61). CNPAX return over 5 years is better than : 43.51 vs. SGARX (-0.61).
| 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 | 15 years | - |
| Gain YTD | 14.649 | 7.337 | 200% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 241M | 65,560% |
| Annual Yield % from dividends | 0.49 | 0.00 | - |
| Returns for 1 year | 16.95 | -9.61 | -176% |
| Returns for 3 years | 45.86 | 15.32 | 299% |
| Returns for 5 years | 43.51 | -0.61 | -7,124% |
| Returns for 10 years | 94.42 | 76.17 | 124% |
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