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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
Jul 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 Hold.
FUNDAMENTALS
Fundamentals
CNPEX has more cash in the bank: 170B vs. SGARX (136M). CNPEX pays higher dividends than SGARX: CNPEX (0.74) vs SGARX (0.00). CNPEX was incepted earlier than SGARX: CNPEX (24 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). 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 : 3.27 vs. SGARX (-20.38). CNPEX return over 5 years is better than : 9.41 vs. SGARX (-36.57).
| 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 | 16 years | - |
| Gain YTD | 3.605 | -6.912 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170B | 136M | 125,000% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | 3.27 | -20.38 | -16% |
| Returns for 3 years | 31.61 | -19.39 | -163% |
| Returns for 5 years | 9.41 | -36.57 | -26% |
| Returns for 10 years | 106.27 | 29.48 | 360% |
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