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FNPFX vs SGAAX
FNPFX vs SGAAX Comparison
Open Charts FNPFX vs SGAAX
American Funds New Perspective F3
Price$70.02
Change-$0.42 (-0.60%)
VolumeN/A
Net Assets155.64B
Virtus SGA Global Growth A
Price$23.78
Change-$0.17 (-0.71%)
VolumeN/A
Net Assets237.53M
FNPFX vs SGAAX Comparison Chart in %
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FNPFX vs. SGAAX commentary
Jul 15, 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: 156B vs. SGAAX (238M). FNPFX pays higher dividends than SGAAX: FNPFX (0.79) 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 : 10.03 vs. SGAAX (-15.10). FNPFX return over 5 years is better than : 42.34 vs. SGAAX (-6.16).
| 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 | 12.754 | 5.035 | 253% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 238M | 65,546% |
| Annual Yield % from dividends | 0.79 | 0.00 | - |
| Returns for 1 year | 10.03 | -15.10 | -66% |
| Returns for 3 years | 48.06 | 13.40 | 359% |
| Returns for 5 years | 42.34 | -6.16 | -688% |
| Returns for 10 years | N/A | 64.00 | - |
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