Interact to see
Advertisement
Advertisement
CNPFX vs SGARX
CNPFX vs SGARX Comparison
Open Charts CNPFX vs SGARX
American Funds New Perspective 529F
Price$69.65
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets158.35B
Virtus SGA Global Growth R6
Price$26.04
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets240.86M
CNPFX vs SGARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CNPFX vs. SGARX commentary
Jul 27, 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 (241M). CNPFX pays higher dividends than SGARX: CNPFX (0.65) 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 : 17.12 vs. SGARX (-9.61). CNPFX return over 5 years is better than : 44.62 vs. SGARX (-0.61).
| 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 | 14.745 | 7.337 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 241M | 65,560% |
| Annual Yield % from dividends | 0.65 | 0.00 | - |
| Returns for 1 year | 17.12 | -9.61 | -178% |
| Returns for 3 years | 46.52 | 15.32 | 304% |
| Returns for 5 years | 44.62 | -0.61 | -7,306% |
| Returns for 10 years | 98.02 | 76.17 | 129% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers