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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
Aug 24, 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 StrongBuy and SGARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 166B vs. SGARX (133M). CNPEX pays higher dividends than SGARX: CNPEX (0.75) vs SGARX (0.00). CNPEX was incepted earlier than SGARX: CNPEX (25 years) vs SGARX (16 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). SGARX has a lower initial minimum investment than CNPEX: SGARX (0) vs CNPEX (250). CNPEX annual gain was more profitable for investors over the last year : 8.39 vs. SGARX (-13.42). CNPEX return over 5 years is better than : 14.49 vs. SGARX (-34.32).
| CNPEX | SGARX | CNPEX / SGARX | |
| Total Expense Ratio | 0.98 | 0.90 | 109% |
| Annual Report Gross Expense Ratio | 0.98 | 1.03 | 95% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 7.943 | -2.154 | -369% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166B | 133M | 124,812% |
| Annual Yield % from dividends | 0.75 | 0.00 | - |
| Returns for 1 year | 8.39 | -13.42 | -63% |
| Returns for 3 years | 42.41 | -13.83 | -307% |
| Returns for 5 years | 14.49 | -34.32 | -42% |
| Returns for 10 years | 110.33 | 33.03 | 334% |
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