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CNPEX vs SGARX
CNPEX vs SGARX Comparison
Open Charts CNPEX vs SGARX
CNPEX vs SGARX Comparison Chart in %
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CNPEX vs. SGARX commentary
Jun 25, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 172B vs. SGARX (144M). CNPEX pays higher dividends than SGARX: CNPEX (0.73) vs SGARX (0.00). CNPEX was incepted earlier than SGARX: CNPEX (24 years) vs SGARX (15 years). SGARX (1.03) and CNPEX (0.98) have similar cost to investors . SGARX is a more actively managed with annual turnover of: 37.00 vs. CNPEX (23.00). 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 : 8.25 vs. SGARX (-19.50). CNPEX return over 5 years is better than : 11.65 vs. SGARX (-36.45).
| CNPEX | SGARX | CNPEX / SGARX | |
| Total Expense Ratio | 0.98 | 0.90 | 109% |
| Annual Report Gross Expense Ratio | 0.98 | 1.03 | 95% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 4.367 | -8.303 | -53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172B | 144M | 119,444% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | 8.25 | -19.50 | -42% |
| Returns for 3 years | 37.64 | -17.55 | -214% |
| Returns for 5 years | 11.65 | -36.45 | -32% |
| Returns for 10 years | 121.37 | 39.16 | 310% |
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