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CNPEX vs SGARX
CNPEX vs SGARX Comparison
Open Charts CNPEX vs SGARX
American Funds New Perspective 529E
Price$69.19
Change+$0.47 (+0.68%)
VolumeN/A
Net Assets157.52B
Virtus SGA Global Growth R6
Price$25.22
Change+$0.11 (+0.44%)
VolumeN/A
Net Assets226.81M
CNPEX vs SGARX Comparison Chart in %
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CNPEX 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 CNPEX is a Buy and SGARX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 158B vs. SGARX (227M). CNPEX pays higher dividends than SGARX: CNPEX (0.26) vs SGARX (0.00). CNPEX was incepted earlier than SGARX: CNPEX (24 years) vs SGARX (15 years). SGARX (1.04) and CNPEX (1.00) have similar cost to investors . SGARX is a more actively managed with annual turnover of: 32.00 vs. CNPEX (24.00). CNPEX has a lower initial minimum investment than SGARX: CNPEX (250) vs SGARX (2500000). CNPEX annual gain was more profitable for investors over the last year : 13.80 vs. SGARX (-15.85). CNPEX return over 5 years is better than : 33.41 vs. SGARX (-8.79).
| CNPEX | SGARX | CNPEX / SGARX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 1.04 | 96% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 15.029 | 3.504 | 429% |
| Front Load | N/A | 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 | 0.26 | 0.00 | - |
| Returns for 1 year | 13.80 | -15.85 | -87% |
| Returns for 3 years | 47.07 | 13.16 | 358% |
| Returns for 5 years | 33.41 | -8.79 | -380% |
| Returns for 10 years | 104.65 | 85.10 | 123% |
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