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FNFPX vs SGAAX
FNFPX vs SGAAX Comparison
Open Charts FNFPX vs SGAAX
American Funds New Perspective 529-F-3
Price$65.82
Change-$2.09 (-3.08%)
VolumeN/A
CapitalizationN/A
Virtus SGA Global Growth A
Price$22.84
Change-$6.94 (-23.30%)
VolumeN/A
CapitalizationN/A
FNFPX vs SGAAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 149B vs. SGAAX (305M). FNFPX pays higher dividends than SGAAX: FNFPX (1.06) vs SGAAX (0.00). FNFPX was incepted earlier than SGAAX: FNFPX (4 years) vs SGAAX (11 years). SGAAX is a more actively managed with annual turnover of: 24.00 vs. FNFPX (17.00). 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 : 23.47 vs. SGAAX (15.60).
| FNFPX | SGAAX | FNFPX / SGAAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | 21.834 | 14.537 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 305M | 48,852% |
| Annual Yield % from dividends | 1.06 | 0.00 | - |
| Returns for 1 year | 23.47 | 15.60 | 150% |
| Returns for 3 years | 9.07 | -0.27 | -3,405% |
| Returns for 5 years | N/A | 33.24 | - |
| Returns for 10 years | N/A | 114.40 | - |