Interact to see
Advertisement
Advertisement
CNPEX vs SGAAX
CNPEX vs SGAAX Comparison
Open Charts CNPEX vs SGAAX
American Funds New Perspective 529E
Price$69.04
Change-$0.46 (-0.66%)
VolumeN/A
Net Assets158.54B
Virtus SGA Global Growth A
Price$23.56
Change-$0.08 (-0.34%)
VolumeN/A
Net Assets229.87M
CNPEX vs SGAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CNPEX vs. SGAAX commentary
Sep 01, 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 CNPEX is a Buy and SGAAX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 159B vs. SGAAX (230M). CNPEX pays higher dividends than SGAAX: CNPEX (0.26) vs SGAAX (0.00). CNPEX was incepted earlier than SGAAX: CNPEX (24 years) vs SGAAX (12 years). SGAAX (1.44) is less costly to investors than CNPEX (1.00). SGAAX is a more actively managed with annual turnover of: 32.00 vs. CNPEX (24.00). CNPEX has a lower initial minimum investment than SGAAX: CNPEX (250) vs SGAAX (2500). CNPEX annual gain was more profitable for investors over the last year : 11.40 vs. SGAAX (-17.62). CNPEX return over 5 years is better than : 29.55 vs. SGAAX (-14.39).
| CNPEX | SGAAX | CNPEX / SGAAX | |
| Total Expense Ratio | 1.00 | 1.25 | 80% |
| Annual Report Gross Expense Ratio | 1.00 | 1.44 | 69% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 14.780 | 4.064 | 364% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 230M | 69,130% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | 11.40 | -17.62 | -65% |
| Returns for 3 years | 44.01 | 9.23 | 477% |
| Returns for 5 years | 29.55 | -14.39 | -205% |
| Returns for 10 years | 105.02 | 75.86 | 138% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers