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FNFPX vs SGARX
FNFPX vs SGARX Comparison
Open Charts FNFPX vs SGARX
American Funds New Perspective 529-F-3
Price$67.52
Change+$0.41 (+0.61%)
VolumeN/A
Net Assets150.13B
Virtus SGA Global Growth R6
Price$25.27
Change+$0.24 (+0.96%)
VolumeN/A
Net Assets240.06M
FNFPX vs SGARX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 150B vs. SGARX (240M). FNFPX pays higher dividends than SGARX: FNFPX (0.78) 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 : 9.63 vs. SGARX (-12.76).
| 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 | 9.062 | 3.174 | 285% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 240M | 62,500% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | 9.63 | -12.76 | -75% |
| Returns for 3 years | 30.94 | 4.42 | 700% |
| Returns for 5 years | N/A | 0.72 | - |
| Returns for 10 years | N/A | 72.67 | - |
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