Ad is loading...
NPFCX vs SGAAX
NPFCX vs SGAAX Comparison
Open Charts NPFCX vs SGAAX
American Funds New Perspective C
Price$60.60
Change+$0.45 (+0.75%)
VolumeN/A
Net Assets146.98B
Virtus SGA Global Growth A
Price$23.38
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets280.33M
NPFCX vs SGAAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NPFCX vs. SGAAX commentary
Jan 31, 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 StrongBuy and SGAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 147B vs. SGAAX (280M). 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). NPFCX annual gain was more profitable for investors over the last year : 15.30 vs. SGAAX (-12.06). NPFCX return over 5 years is better than : 34.10 vs. SGAAX (2.68).
| 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 | 4.663 | 3.048 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 280M | 52,500% |
| Annual Yield % from dividends | 0.20 | 0.00 | - |
| Returns for 1 year | 15.30 | -12.06 | -127% |
| Returns for 3 years | 5.44 | -13.01 | -42% |
| Returns for 5 years | 34.10 | 2.68 | 1,270% |
| Returns for 10 years | 71.90 | 72.91 | 99% |
View a ticker or compare two or three
VS
VS
Ad is loading...