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CNPAX vs SGARX
CNPAX vs SGARX Comparison
Open Charts CNPAX vs SGARX
American Funds New Perspective 529A
Price$70.31
Change+$0.48 (+0.69%)
VolumeN/A
Net Assets157.52B
Virtus SGA Global Growth R6
Price$25.22
Change+$0.11 (+0.44%)
VolumeN/A
Net Assets226.81M
CNPAX vs SGARX Comparison Chart in %
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CNPAX vs. SGARX commentary
Sep 05, 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 (227M). 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 : 14.14 vs. SGARX (-15.85). CNPAX return over 5 years is better than : 35.36 vs. SGARX (-8.79).
| 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 | 15.206 | 3.504 | 434% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 227M | 69,604% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | 14.14 | -15.85 | -89% |
| Returns for 3 years | 48.36 | 13.16 | 367% |
| Returns for 5 years | 35.36 | -8.79 | -402% |
| Returns for 10 years | 110.46 | 85.10 | 130% |
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