Interact to see
Advertisement
Advertisement
CNPAX vs SGARX
CNPAX vs SGARX Comparison
Open Charts CNPAX vs SGARX
American Funds New Perspective 529A
Price$70.42
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
Virtus SGA Global Growth R6
Price$25.62
Change+$0.19 (+0.75%)
VolumeN/A
Net Assets231.65M
CNPAX vs SGARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CNPAX vs. SGARX commentary
Aug 16, 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: 159B vs. SGARX (232M). CNPAX pays higher dividends than SGARX: CNPAX (0.48) 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 : 13.57 vs. SGARX (-14.32). CNPAX return over 5 years is better than : 39.09 vs. SGARX (-4.58).
| 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 | 15.386 | 4.823 | 319% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 232M | 68,534% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 13.57 | -14.32 | -95% |
| Returns for 3 years | 35.29 | 2.71 | 1,304% |
| Returns for 5 years | 39.09 | -4.58 | -854% |
| Returns for 10 years | 95.36 | 73.69 | 129% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement