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CNPFX vs SGARX
CNPFX vs SGARX Comparison
Open Charts CNPFX vs SGARX
American Funds New Perspective 529F
Price$70.11
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
Virtus SGA Global Growth R6
Price$25.62
Change+$0.19 (+0.75%)
VolumeN/A
Net Assets231.65M
CNPFX vs SGARX Comparison Chart in %
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CNPFX vs. SGARX commentary
Aug 16, 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: 159B vs. SGARX (232M). 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 : 13.73 vs. SGARX (-14.32). CNPFX return over 5 years is better than : 40.18 vs. SGARX (-4.58).
| 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 | 15.502 | 4.823 | 321% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 232M | 68,534% |
| Annual Yield % from dividends | 0.65 | 0.00 | - |
| Returns for 1 year | 13.73 | -14.32 | -96% |
| Returns for 3 years | 35.92 | 2.71 | 1,327% |
| Returns for 5 years | 40.18 | -4.58 | -878% |
| Returns for 10 years | 98.97 | 73.69 | 134% |
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