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CNPEX vs SGARX
CNPEX vs SGARX Comparison
Open Charts CNPEX vs SGARX
American Funds New Perspective 529E
Price$72.03
Change+$0.40 (+0.56%)
VolumeN/A
Net Assets164.4B
Virtus SGA Global Growth R6
Price$25.53
Change+$0.10 (+0.39%)
VolumeN/A
Net Assets223.07M
CNPEX vs SGARX Comparison Chart in %
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CNPEX vs. SGARX 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 Buy and SGARX is a Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 164B vs. SGARX (223M). 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 : 13.52 vs. SGARX (-16.84). CNPEX return over 5 years is better than : 34.32 vs. SGARX (-10.93).
| 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 | 19.751 | 4.823 | 410% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| 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 | -16.84 | -80% |
| Returns for 3 years | 64.00 | 22.61 | 283% |
| Returns for 5 years | 34.32 | -10.93 | -314% |
| Returns for 10 years | 103.90 | 77.91 | 133% |
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