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NPFCX vs SGAAX
NPFCX vs SGAAX Comparison
Open Charts NPFCX vs SGAAX
American Funds New Perspective C
Price$65.44
Change+$0.51 (+0.79%)
VolumeN/A
Net Assets155.4B
Virtus SGA Global Growth A
Price$23.50
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets232.42M
NPFCX vs SGAAX Comparison Chart in %
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NPFCX vs. SGAAX commentary
Aug 07, 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 Hold and SGAAX is a Buy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 155B vs. SGAAX (232M). 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 : 17.42 vs. SGAAX (-12.40). NPFCX return over 5 years is better than : 31.88 vs. SGAAX (-9.53).
| 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 | 13.022 | 3.622 | 360% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 232M | 66,810% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 17.42 | -12.40 | -141% |
| Returns for 3 years | 33.46 | 0.47 | 7,103% |
| Returns for 5 years | 31.88 | -9.53 | -335% |
| Returns for 10 years | 74.70 | 60.20 | 124% |
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