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CNPEX vs SGAAX
CNPEX vs SGAAX Comparison
Open Charts CNPEX vs SGAAX
American Funds New Perspective 529E
Price$72.03
Change+$0.40 (+0.56%)
VolumeN/A
Net Assets164.4B
Virtus SGA Global Growth A
Price$23.76
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets223.07M
CNPEX vs SGAAX Comparison Chart in %
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CNPEX vs. SGAAX 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 CNPEX is a Hold and SGAAX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 164B vs. SGAAX (223M). 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 : 13.52 vs. SGAAX (-18.29). CNPEX return over 5 years is better than : 34.32 vs. SGAAX (-14.46).
| 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 | 19.751 | 4.549 | 434% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 223M | 73,543% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | 13.52 | -18.29 | -74% |
| Returns for 3 years | 64.00 | 19.30 | 332% |
| Returns for 5 years | 34.32 | -14.46 | -237% |
| Returns for 10 years | 103.90 | 66.98 | 155% |
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