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FNFPX vs SGAAX
FNFPX vs SGAAX Comparison
Open Charts FNFPX vs SGAAX
American Funds New Perspective 529-F-3
Price$59.01
Change-$2.45 (-3.99%)
VolumeN/A
Net Assets139.04B
Virtus SGA Global Growth A
Price$20.87
Change-$0.79 (-3.65%)
VolumeN/A
Net Assets237.64M
FNFPX vs SGAAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 139B vs. SGAAX (238M). FNFPX pays higher dividends than SGAAX: FNFPX (0.85) vs SGAAX (0.00). FNFPX was incepted earlier than SGAAX: FNFPX (4 years) vs SGAAX (12 years). SGAAX (1.44) is less costly to investors than FNFPX (0.47). SGAAX is a more actively managed with annual turnover of: 32.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than SGAAX: FNFPX (250) vs SGAAX (2500). FNFPX annual gain was more profitable for investors over the last year : 2.65 vs. SGAAX (-20.31).
| FNFPX | SGAAX | FNFPX / SGAAX | |
| Total Expense Ratio | 0.47 | 1.25 | 38% |
| Annual Report Gross Expense Ratio | 0.47 | 1.44 | 33% |
| Fund Existence | 4 years | 12 years | - |
| Gain YTD | -0.727 | -4.329 | 17% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 238M | 58,403% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 2.65 | -20.31 | -13% |
| Returns for 3 years | 4.16 | -18.20 | -23% |
| Returns for 5 years | N/A | 16.95 | - |
| Returns for 10 years | N/A | 51.63 | - |
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