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FNPFX vs SGAAX
FNPFX vs SGAAX Comparison
Open Charts FNPFX vs SGAAX
American Funds New Perspective F3
Price$59.20
Change-$2.45 (-3.97%)
VolumeN/A
Net Assets139.04B
Virtus SGA Global Growth A
Price$20.87
Change-$0.79 (-3.65%)
VolumeN/A
Net Assets237.64M
FNPFX vs SGAAX Comparison Chart
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FNPFX vs. SGAAX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FNPFX is a Hold and SGAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 139B vs. SGAAX (238M). FNPFX pays higher dividends than SGAAX: FNPFX (0.90) vs SGAAX (0.00). FNPFX was incepted earlier than SGAAX: FNPFX (8 years) vs SGAAX (12 years). SGAAX (1.44) is less costly to investors than FNPFX (0.41). SGAAX is a more actively managed with annual turnover of: 32.00 vs. FNPFX (24.00). SGAAX has a lower initial minimum investment than FNPFX: SGAAX (2500) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 2.70 vs. SGAAX (-20.31). FNPFX return over 5 years is better than : 70.87 vs. SGAAX (16.95).
| FNPFX | SGAAX | FNPFX / SGAAX | |
| Total Expense Ratio | 0.41 | 1.25 | 33% |
| Annual Report Gross Expense Ratio | 0.41 | 1.44 | 28% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | -0.725 | -4.329 | 17% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 238M | 58,403% |
| Annual Yield % from dividends | 0.90 | 0.00 | - |
| Returns for 1 year | 2.70 | -20.31 | -13% |
| Returns for 3 years | 3.22 | -18.20 | -18% |
| Returns for 5 years | 70.87 | 16.95 | 418% |
| Returns for 10 years | N/A | 51.63 | - |
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