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CNPEX vs SGARX
CNPEX vs SGARX Comparison
Open Charts CNPEX vs SGARX
American Funds New Perspective 529E
Price$69.92
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets158.87B
Virtus SGA Global Growth R6
Price$24.21
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets207.69M
CNPEX vs SGARX Comparison Chart in %
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CNPEX vs. SGARX commentary
Nov 20, 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 SGARX is a Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 159B vs. SGARX (208M). CNPEX pays higher dividends than SGARX: CNPEX (0.25) 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 : 11.32 vs. SGARX (-21.06). CNPEX return over 5 years is better than : 25.94 vs. SGARX (-17.06).
| 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 | 16.243 | -0.371 | -4,378% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 208M | 76,442% |
| Annual Yield % from dividends | 0.25 | 0.00 | - |
| Returns for 1 year | 11.32 | -21.06 | -54% |
| Returns for 3 years | 45.82 | 8.29 | 553% |
| Returns for 5 years | 25.94 | -17.06 | -152% |
| Returns for 10 years | 90.43 | 60.48 | 150% |
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