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CNPFX vs SGAAX
CNPFX vs SGAAX Comparison
Open Charts CNPFX vs SGAAX
American Funds New Perspective 529F
Price$69.85
Change-$0.47 (-0.67%)
VolumeN/A
Net Assets158.54B
Virtus SGA Global Growth A
Price$23.56
Change-$0.08 (-0.34%)
VolumeN/A
Net Assets229.87M
CNPFX vs SGAAX Comparison Chart in %
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CNPFX vs. SGAAX commentary
Sep 01, 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 CNPFX is a Buy and SGAAX is a Buy.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 159B vs. SGAAX (230M). CNPFX pays higher dividends than SGAAX: CNPFX (0.64) vs SGAAX (0.00). CNPFX was incepted earlier than SGAAX: CNPFX (23 years) vs SGAAX (12 years). SGAAX (1.44) is less costly to investors than CNPFX (0.84). SGAAX is a more actively managed with annual turnover of: 32.00 vs. CNPFX (24.00). CNPFX has a lower initial minimum investment than SGAAX: CNPFX (250) vs SGAAX (2500). CNPFX annual gain was more profitable for investors over the last year : 11.89 vs. SGAAX (-17.62). CNPFX return over 5 years is better than : 32.48 vs. SGAAX (-14.39).
| CNPFX | SGAAX | CNPFX / SGAAX | |
| Total Expense Ratio | 0.84 | 1.25 | 67% |
| Annual Report Gross Expense Ratio | 0.84 | 1.44 | 58% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 15.074 | 4.064 | 371% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 230M | 69,130% |
| Annual Yield % from dividends | 0.64 | 0.00 | - |
| Returns for 1 year | 11.89 | -17.62 | -67% |
| Returns for 3 years | 45.93 | 9.23 | 498% |
| Returns for 5 years | 32.48 | -14.39 | -226% |
| Returns for 10 years | 114.74 | 75.86 | 151% |
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