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NPFCX vs SGAAX
NPFCX vs SGAAX Comparison
Open Charts NPFCX vs SGAAX
American Funds New Perspective C
Price$61.41
Change+$0.24 (+0.39%)
VolumeN/A
CapitalizationN/A
Virtus SGA Global Growth A
Price$29.15
Change-$0.01 (-0.03%)
VolumeN/A
CapitalizationN/A
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NPFCX vs SGAAX Comparison Chart
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NPFCX vs. SGAAX commentary
Oct 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 NPFCX is a StrongBuy and SGAAX is a Buy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 145B vs. SGAAX (340M). NPFCX pays higher dividends than SGAAX: NPFCX (0.20) vs SGAAX (0.00). NPFCX was incepted earlier than SGAAX: NPFCX (24 years) vs SGAAX (11 years). SGAAX is a more actively managed with annual turnover of: 24.00 vs. NPFCX (17.00). NPFCX has a lower initial minimum investment than SGAAX: NPFCX (250) vs SGAAX (2500). SGAAX (22.42) and NPFCX (22.26) have marching annual gain over last year. NPFCX return over 5 years is better than : 43.13 vs. SGAAX (37.87).
| NPFCX | SGAAX | NPFCX / SGAAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 16.781 | 11.553 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 340M | 42,647% |
| Annual Yield % from dividends | 0.20 | 0.00 | - |
| Returns for 1 year | 22.26 | 22.42 | 99% |
| Returns for 3 years | -6.18 | -7.07 | 87% |
| Returns for 5 years | 43.13 | 37.87 | 114% |
| Returns for 10 years | 74.70 | 124.40 | 60% |
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