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FNPFX vs SGAAX
FNPFX vs SGAAX Comparison
Open Charts FNPFX vs SGAAX
American Funds New Perspective F3
Price$65.05
Change+$0.48 (+0.74%)
VolumeN/A
Net Assets146.98B
Virtus SGA Global Growth A
Price$23.38
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets280.33M
FNPFX vs SGAAX Comparison Chart
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FNPFX vs. SGAAX commentary
Jan 31, 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 StrongBuy and SGAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 147B vs. SGAAX (280M). 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 : 16.88 vs. SGAAX (-12.06). FNPFX return over 5 years is better than : 41.27 vs. SGAAX (2.68).
| 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 | 4.750 | 3.048 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 280M | 52,500% |
| Annual Yield % from dividends | 1.11 | 0.00 | - |
| Returns for 1 year | 16.88 | -12.06 | -140% |
| Returns for 3 years | 8.50 | -13.01 | -65% |
| Returns for 5 years | 41.27 | 2.68 | 1,537% |
| Returns for 10 years | N/A | 72.91 | - |
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