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CNPFX vs SGARX
CNPFX vs SGARX Comparison
Open Charts CNPFX vs SGARX
American Funds New Perspective 529F
Price$72.91
Change+$0.41 (+0.57%)
VolumeN/A
Net Assets164.4B
Virtus SGA Global Growth R6
Price$25.53
Change+$0.10 (+0.39%)
VolumeN/A
Net Assets223.07M
CNPFX vs SGARX Comparison Chart in %
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CNPFX vs. SGARX 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 Buy and SGARX is a Buy.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 164B vs. SGARX (223M). CNPFX pays higher dividends than SGARX: CNPFX (0.62) vs SGARX (0.00). CNPFX was incepted earlier than SGARX: CNPFX (23 years) vs SGARX (15 years). SGARX (1.04) is less costly to investors than CNPFX (0.84). SGARX is a more actively managed with annual turnover of: 32.00 vs. CNPFX (24.00). CNPFX has a lower initial minimum investment than SGARX: CNPFX (250) vs SGARX (2500000). CNPFX annual gain was more profitable for investors over the last year : 14.03 vs. SGARX (-16.84). CNPFX return over 5 years is better than : 37.35 vs. SGARX (-10.93).
| CNPFX | SGARX | CNPFX / SGARX | |
| Total Expense Ratio | 0.84 | 0.90 | 93% |
| Annual Report Gross Expense Ratio | 0.84 | 1.04 | 81% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 20.115 | 4.823 | 417% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| 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 | -16.84 | -83% |
| Returns for 3 years | 66.21 | 22.61 | 293% |
| Returns for 5 years | 37.35 | -10.93 | -342% |
| Returns for 10 years | 113.59 | 77.91 | 146% |
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