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FNPFX vs SGAPX
FNPFX vs SGAPX Comparison
Open Charts FNPFX vs SGAPX
American Funds New Perspective F3
Price$64.73
Change-$0.93 (-1.42%)
VolumeN/A
CapitalizationN/A
Virtus SGA Global Growth I
Price$29.30
Change-$0.64 (-2.14%)
VolumeN/A
CapitalizationN/A
FNPFX vs SGAPX Comparison Chart
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FNPFX vs. SGAPX 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 SGAPX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 142B vs. SGAPX (327M). FNPFX pays higher dividends than SGAPX: FNPFX (1.11) vs SGAPX (0.00). FNPFX was incepted earlier than SGAPX: FNPFX (8 years) vs SGAPX (11 years). SGAPX is a more actively managed with annual turnover of: 24.00 vs. FNPFX (17.00). SGAPX has a lower initial minimum investment than FNPFX: SGAPX (100000) vs FNPFX (1000000). FNPFX (18.53) and SGAPX (17.81) have marching annual gain over last year. FNPFX return over 5 years is better than : 40.52 vs. SGAPX (34.86).
| FNPFX | SGAPX | FNPFX / SGAPX | |
| 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 | 10.566 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| 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 | 17.81 | 104% |
| Returns for 3 years | -9.40 | -9.15 | 103% |
| Returns for 5 years | 40.52 | 34.86 | 116% |
| Returns for 10 years | N/A | 109.94 | - |