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FNFPX vs SGARX
FNFPX vs SGARX Comparison
Open Charts FNFPX vs SGARX
American Funds New Perspective 529-F-3
Price$57.25
Change-$1.26 (-2.15%)
VolumeN/A
Net Assets132.16B
Virtus SGA Global Growth R6
Price$21.96
Change-$0.75 (-3.30%)
VolumeN/A
Net Assets229.61M
FNFPX vs SGARX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 132B vs. SGARX (230M). FNFPX pays higher dividends than SGARX: FNFPX (0.85) vs SGARX (0.00). FNFPX was incepted earlier than SGARX: FNFPX (4 years) vs SGARX (14 years). SGARX (1.04) is less costly to investors than FNFPX (0.47). SGARX is a more actively managed with annual turnover of: 32.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than SGARX: FNFPX (250) vs SGARX (2500000). FNFPX annual gain was more profitable for investors over the last year : -1.50 vs. SGARX (-20.06).
| FNFPX | SGARX | FNFPX / SGARX | |
| Total Expense Ratio | 0.47 | 0.90 | 52% |
| Annual Report Gross Expense Ratio | 0.47 | 1.04 | 45% |
| Fund Existence | 4 years | 14 years | - |
| Gain YTD | -5.492 | -6.389 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 230M | 57,391% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | -1.50 | -20.06 | 7% |
| Returns for 3 years | 5.16 | -13.75 | -38% |
| Returns for 5 years | N/A | 7.94 | - |
| Returns for 10 years | N/A | 54.58 | - |
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