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FNFPX vs SGAAX
FNFPX vs SGAAX Comparison
Open Charts FNFPX vs SGAAX
American Funds New Perspective 529-F-3
Price$67.52
Change+$0.41 (+0.61%)
VolumeN/A
Net Assets150.13B
Virtus SGA Global Growth A
Price$23.55
Change+$0.22 (+0.94%)
VolumeN/A
Net Assets240.06M
FNFPX vs SGAAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 150B vs. SGAAX (240M). FNFPX pays higher dividends than SGAAX: FNFPX (0.78) vs SGAAX (0.00). FNFPX was incepted earlier than SGAAX: FNFPX (5 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 : 9.63 vs. SGAAX (-14.29).
| FNFPX | SGAAX | FNFPX / SGAAX | |
| Total Expense Ratio | 0.47 | 1.25 | 38% |
| Annual Report Gross Expense Ratio | 0.47 | 1.44 | 33% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 9.062 | 3.048 | 297% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 240M | 62,500% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | 9.63 | -14.29 | -67% |
| Returns for 3 years | 30.94 | 1.61 | 1,920% |
| Returns for 5 years | N/A | -3.28 | - |
| Returns for 10 years | N/A | 62.08 | - |
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