Interact to see
Advertisement
Advertisement
NPFCX vs SGAAX
NPFCX vs SGAAX Comparison
Open Charts NPFCX vs SGAAX
American Funds New Perspective C
Price$64.92
Change-$0.39 (-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
NPFCX vs SGAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NPFCX 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 NPFCX is a Buy and SGAAX is a Buy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 156B vs. SGAAX (238M). NPFCX (0.00) and SGAAX (0.00) have matching dividends . NPFCX was incepted earlier than SGAAX: NPFCX (24 years) vs SGAAX (12 years). NPFCX (1.48) and SGAAX (1.44) have similar cost to investors . SGAAX is a more actively managed with annual turnover of: 32.00 vs. NPFCX (24.00). NPFCX has a lower initial minimum investment than SGAAX: NPFCX (250) vs SGAAX (2500). NPFCX annual gain was more profitable for investors over the last year : 8.53 vs. SGAAX (-15.10). NPFCX return over 5 years is better than : 35.12 vs. SGAAX (-6.16).
| NPFCX | SGAAX | NPFCX / SGAAX | |
| Total Expense Ratio | 1.48 | 1.25 | 118% |
| Annual Report Gross Expense Ratio | 1.48 | 1.44 | 103% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 12.124 | 5.035 | 241% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 238M | 65,546% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.53 | -15.10 | -56% |
| Returns for 3 years | 43.88 | 13.40 | 327% |
| Returns for 5 years | 35.12 | -6.16 | -571% |
| Returns for 10 years | 72.08 | 64.00 | 113% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers