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NPFCX vs SGAAX
NPFCX vs SGAAX Comparison
Open Charts NPFCX vs SGAAX
American Funds New Perspective C
Price$51.68
Change-$3.36 (-6.10%)
VolumeN/A
Net Assets125.29B
Virtus SGA Global Growth A
Price$19.70
Change-$1.17 (-5.61%)
VolumeN/A
Net Assets215.71M
NPFCX vs SGAAX Comparison Chart
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NPFCX vs. SGAAX commentary
Apr 08, 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 Hold.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 125B vs. SGAAX (216M). 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 : -7.70 vs. SGAAX (-26.74). NPFCX return over 5 years is better than : 46.27 vs. SGAAX (6.37).
| 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 | -10.743 | -12.986 | 83% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 216M | 57,870% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.70 | -26.74 | 29% |
| Returns for 3 years | -7.94 | -24.69 | 32% |
| Returns for 5 years | 46.27 | 6.37 | 726% |
| Returns for 10 years | 39.45 | 38.09 | 104% |