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NPFCX vs SGARX
NPFCX vs SGARX Comparison
Open Charts NPFCX vs SGARX
American Funds New Perspective C
Price$60.09
Change-$0.87 (-1.43%)
VolumeN/A
CapitalizationN/A
Virtus SGA Global Growth R6
Price$30.46
Change-$0.66 (-2.12%)
VolumeN/A
CapitalizationN/A
NPFCX vs SGARX Comparison Chart
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NPFCX vs. SGARX commentary
Nov 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 StrongSell and SGARX is a Buy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 142B vs. SGARX (327M). NPFCX pays higher dividends than SGARX: NPFCX (0.20) vs SGARX (0.00). NPFCX was incepted earlier than SGARX: NPFCX (24 years) vs SGARX (14 years). SGARX is a more actively managed with annual turnover of: 24.00 vs. NPFCX (17.00). NPFCX has a lower initial minimum investment than SGARX: NPFCX (250) vs SGARX (2500000). SGARX annual gain was more profitable for investors over the last year : 17.97 vs. NPFCX (16.91). SGARX return over 5 years is better than : 36.79 vs. NPFCX (34.96).
| NPFCX | SGARX | NPFCX / SGARX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 14.719 | 10.683 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 327M | 43,425% |
| Annual Yield % from dividends | 0.20 | 0.00 | - |
| Returns for 1 year | 16.91 | 17.97 | 94% |
| Returns for 3 years | -12.05 | -8.34 | 145% |
| Returns for 5 years | 34.96 | 36.79 | 95% |
| Returns for 10 years | 59.19 | 117.35 | 50% |