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FNFPX vs SGARX
FNFPX vs SGARX Comparison
Open Charts FNFPX vs SGARX
American Funds New Perspective 529-F-3
Price$63.40
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets142.32B
Virtus SGA Global Growth R6
Price$23.82
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets236.18M
FNFPX vs SGARX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 142B vs. SGARX (236M). FNFPX pays higher dividends than SGARX: FNFPX (0.83) vs SGARX (0.00). FNFPX was incepted earlier than SGARX: FNFPX (5 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 : 5.68 vs. SGARX (-16.10).
| FNFPX | SGARX | FNFPX / SGARX | |
| Total Expense Ratio | 0.47 | 0.90 | 52% |
| Annual Report Gross Expense Ratio | 0.47 | 1.04 | 45% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 2.407 | -1.814 | -133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 236M | 60,169% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 5.68 | -16.10 | -35% |
| Returns for 3 years | 29.71 | 6.53 | 455% |
| Returns for 5 years | N/A | 4.80 | - |
| Returns for 10 years | N/A | 60.89 | - |