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NPFCX vs SGARX
NPFCX vs SGARX Comparison
Open Charts NPFCX vs SGARX
American Funds New Perspective C
Price$53.39
Change-$1.18 (-2.16%)
VolumeN/A
Net Assets132.16B
Virtus SGA Global Growth R6
Price$21.96
Change-$0.75 (-3.30%)
VolumeN/A
Net Assets229.61M
NPFCX vs SGARX Comparison Chart
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NPFCX vs. SGARX commentary
Apr 11, 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 Buy and SGARX is a Buy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 132B vs. SGARX (230M). NPFCX (0.00) and SGARX (0.00) have matching dividends . NPFCX was incepted earlier than SGARX: NPFCX (24 years) vs SGARX (14 years). NPFCX (1.48) is less costly to investors than SGARX (1.04). SGARX is a more actively managed with annual turnover of: 32.00 vs. NPFCX (24.00). NPFCX has a lower initial minimum investment than SGARX: NPFCX (250) vs SGARX (2500000). NPFCX annual gain was more profitable for investors over the last year : -2.76 vs. SGARX (-20.06). NPFCX return over 5 years is better than : 40.55 vs. SGARX (7.94).
| NPFCX | SGARX | NPFCX / SGARX | |
| Total Expense Ratio | 1.48 | 0.90 | 164% |
| Annual Report Gross Expense Ratio | 1.48 | 1.04 | 142% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -5.751 | -6.389 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 230M | 57,391% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.76 | -20.06 | 14% |
| Returns for 3 years | 1.26 | -13.75 | -9% |
| Returns for 5 years | 40.55 | 7.94 | 511% |
| Returns for 10 years | 45.76 | 54.58 | 84% |
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