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FNFPX vs SGACX
FNFPX vs SGACX Comparison
Open Charts FNFPX vs SGACX
American Funds New Perspective 529-F-3
Price$71.10
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets158.24B
Virtus SGA Global Growth C
Price$21.27
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets240.77M
FNFPX vs SGACX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 158B vs. SGACX (241M). FNFPX pays higher dividends than SGACX: FNFPX (0.74) vs SGACX (0.00). FNFPX was incepted earlier than SGACX: FNFPX (5 years) vs SGACX (12 years). SGACX (2.17) is less costly to investors than FNFPX (0.47). SGACX is a more actively managed with annual turnover of: 32.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than SGACX: FNFPX (250) vs SGACX (2500). FNFPX annual gain was more profitable for investors over the last year : 17.37 vs. SGACX (-14.49).
| FNFPX | SGACX | FNFPX / SGACX | |
| Total Expense Ratio | 0.47 | 2.00 | 24% |
| Annual Report Gross Expense Ratio | 0.47 | 2.17 | 22% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 14.844 | 6.520 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 241M | 65,560% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | 17.37 | -14.49 | -120% |
| Returns for 3 years | 47.42 | 6.20 | 765% |
| Returns for 5 years | N/A | -11.65 | - |
| Returns for 10 years | N/A | 46.83 | - |
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