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FNPFX vs SGAAX
FNPFX vs SGAAX Comparison
Open Charts FNPFX vs SGAAX
American Funds New Perspective F3
Price$64.73
Change-$0.93 (-1.42%)
VolumeN/A
CapitalizationN/A
Virtus SGA Global Growth A
Price$28.84
Change-$0.63 (-2.14%)
VolumeN/A
CapitalizationN/A
FNPFX vs SGAAX Comparison Chart
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FNPFX vs. SGAAX commentary
Nov 18, 2024
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 StrongSell and SGAAX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 142B vs. SGAAX (327M). FNPFX pays higher dividends than SGAAX: FNPFX (1.11) vs SGAAX (0.00). FNPFX was incepted earlier than SGAAX: FNPFX (8 years) vs SGAAX (11 years). SGAAX is a more actively managed with annual turnover of: 24.00 vs. FNPFX (17.00). 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 : 18.53 vs. SGAAX (17.52). FNPFX return over 5 years is better than : 40.52 vs. SGAAX (33.09).
| FNPFX | SGAAX | FNPFX / SGAAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 15.796 | 10.329 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 327M | 43,425% |
| Annual Yield % from dividends | 1.11 | 0.00 | - |
| Returns for 1 year | 18.53 | 17.52 | 106% |
| Returns for 3 years | -9.40 | -9.90 | 95% |
| Returns for 5 years | 40.52 | 33.09 | 122% |
| Returns for 10 years | N/A | 106.76 | - |
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