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FNPFX vs SGAAX
FNPFX vs SGAAX Comparison
Open Charts FNPFX vs SGAAX
American Funds New Perspective F3
Price$61.16
Change+$1.16 (+1.93%)
VolumeN/A
Net Assets134.95B
Virtus SGA Global Growth A
Price$21.29
Change+$0.53 (+2.55%)
VolumeN/A
Net Assets223.36M
FNPFX vs SGAAX Comparison Chart
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FNPFX vs. SGAAX commentary
Apr 25, 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 Buy and SGAAX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 135B vs. SGAAX (223M). 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 : 4.64 vs. SGAAX (-21.12). FNPFX return over 5 years is better than : 49.33 vs. SGAAX (-1.52).
| 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 | -1.514 | -8.304 | 18% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 223M | 60,538% |
| Annual Yield % from dividends | 0.90 | 0.00 | - |
| Returns for 1 year | 4.64 | -21.12 | -22% |
| Returns for 3 years | 12.34 | -13.17 | -94% |
| Returns for 5 years | 49.33 | -1.52 | -3,249% |
| Returns for 10 years | N/A | 39.68 | - |
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