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CNPFX vs SGAAX
CNPFX vs SGAAX Comparison
Open Charts CNPFX vs SGAAX
American Funds New Perspective 529F
Price$72.91
Change+$0.41 (+0.57%)
VolumeN/A
Net Assets164.4B
Virtus SGA Global Growth A
Price$23.76
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets223.07M
CNPFX vs SGAAX Comparison Chart in %
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CNPFX vs. SGAAX 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 CNPFX is a Hold and SGAAX is a Buy.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 164B vs. SGAAX (223M). CNPFX pays higher dividends than SGAAX: CNPFX (0.62) 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 : 14.03 vs. SGAAX (-18.29). CNPFX return over 5 years is better than : 37.35 vs. SGAAX (-14.46).
| 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 | 20.115 | 4.549 | 442% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 223M | 73,543% |
| Annual Yield % from dividends | 0.62 | 0.00 | - |
| Returns for 1 year | 14.03 | -18.29 | -77% |
| Returns for 3 years | 66.21 | 19.30 | 343% |
| Returns for 5 years | 37.35 | -14.46 | -258% |
| Returns for 10 years | 113.59 | 66.98 | 170% |
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