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CNPEX vs SGARX
CNPEX vs SGARX Comparison
Open Charts CNPEX vs SGARX
American Funds New Perspective 529E
Price$69.31
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
Virtus SGA Global Growth R6
Price$25.62
Change+$0.19 (+0.75%)
VolumeN/A
Net Assets231.65M
CNPEX vs SGARX Comparison Chart in %
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CNPEX vs. SGARX commentary
Aug 16, 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: 159B vs. SGARX (232M). CNPEX pays higher dividends than SGARX: CNPEX (0.27) vs SGARX (0.00). CNPEX was incepted earlier than SGARX: CNPEX (23 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 : 13.24 vs. SGARX (-14.32). CNPEX return over 5 years is better than : 37.07 vs. SGARX (-4.58).
| CNPEX | SGARX | CNPEX / SGARX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 1.04 | 96% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 15.229 | 4.823 | 316% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 232M | 68,534% |
| Annual Yield % from dividends | 0.27 | 0.00 | - |
| Returns for 1 year | 13.24 | -14.32 | -92% |
| Returns for 3 years | 34.13 | 2.71 | 1,261% |
| Returns for 5 years | 37.07 | -4.58 | -810% |
| Returns for 10 years | 89.91 | 73.69 | 122% |
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