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FNFPX vs SGAPX
FNFPX vs SGAPX Comparison
Open Charts FNFPX vs SGAPX
American Funds New Perspective 529-F-3
Price$60.97
Change+$1.16 (+1.94%)
VolumeN/A
Net Assets134.95B
Virtus SGA Global Growth I
Price$21.75
Change+$0.54 (+2.55%)
VolumeN/A
Net Assets223.36M
FNFPX vs SGAPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 135B vs. SGAPX (223M). FNFPX pays higher dividends than SGAPX: FNFPX (0.85) vs SGAPX (0.00). FNFPX was incepted earlier than SGAPX: FNFPX (4 years) vs SGAPX (12 years). SGAPX (1.18) is less costly to investors than FNFPX (0.47). SGAPX is a more actively managed with annual turnover of: 32.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than SGAPX: FNFPX (250) vs SGAPX (100000). FNFPX annual gain was more profitable for investors over the last year : 4.58 vs. SGAPX (-20.59).
| FNFPX | SGAPX | FNFPX / SGAPX | |
| Total Expense Ratio | 0.47 | 1.00 | 47% |
| Annual Report Gross Expense Ratio | 0.47 | 1.18 | 40% |
| Fund Existence | 4 years | 12 years | - |
| Gain YTD | -1.518 | -8.182 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 223M | 60,538% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | 4.58 | -20.59 | -22% |
| Returns for 3 years | 13.38 | -12.10 | -111% |
| Returns for 5 years | N/A | 0.28 | - |
| Returns for 10 years | N/A | 42.61 | - |