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CNPFX vs SGARX
CNPFX vs SGARX Comparison
Open Charts CNPFX vs SGARX
American Funds New Perspective 529F
Price$70.01
Change+$0.48 (+0.69%)
VolumeN/A
Net Assets157.52B
Virtus SGA Global Growth R6
Price$25.22
Change+$0.11 (+0.44%)
VolumeN/A
Net Assets226.81M
CNPFX vs SGARX Comparison Chart in %
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CNPFX vs. SGARX commentary
Sep 05, 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: 158B vs. SGARX (227M). CNPFX pays higher dividends than SGARX: CNPFX (0.64) 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 : 14.31 vs. SGARX (-15.85). CNPFX return over 5 years is better than : 36.43 vs. SGARX (-8.79).
| 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 | 15.338 | 3.504 | 438% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 227M | 69,604% |
| Annual Yield % from dividends | 0.64 | 0.00 | - |
| Returns for 1 year | 14.31 | -15.85 | -90% |
| Returns for 3 years | 49.05 | 13.16 | 373% |
| Returns for 5 years | 36.43 | -8.79 | -414% |
| Returns for 10 years | 114.39 | 85.10 | 134% |