Ad is loading...
RNPBX vs SGACX
RNPBX vs SGACX Comparison
Open Charts RNPBX vs SGACX
American Funds New Perspective R2
Price$59.07
Change+$0.11 (+0.19%)
VolumeN/A
Net Assets142.32B
Virtus SGA Global Growth C
Price$19.50
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets236.18M
RNPBX vs SGACX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RNPBX vs. SGACX commentary
May 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 RNPBX is a Buy and SGACX is a Buy.
FUNDAMENTALS
Fundamentals
RNPBX has more cash in the bank: 142B vs. SGACX (236M). RNPBX (0.00) and SGACX (0.00) have matching dividends . RNPBX was incepted earlier than SGACX: RNPBX (23 years) vs SGACX (12 years). SGACX (2.17) is less costly to investors than RNPBX (1.50). SGACX is a more actively managed with annual turnover of: 32.00 vs. RNPBX (24.00). RNPBX has a lower initial minimum investment than SGACX: RNPBX (250) vs SGACX (2500). RNPBX annual gain was more profitable for investors over the last year : 4.27 vs. SGACX (-20.51). RNPBX return over 5 years is better than : 40.84 vs. SGACX (-6.74).
| RNPBX | SGACX | RNPBX / SGACX | |
| Total Expense Ratio | 1.50 | 2.00 | 75% |
| Annual Report Gross Expense Ratio | 1.50 | 2.17 | 69% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 2.021 | -2.207 | -92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 236M | 60,169% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.27 | -20.51 | -21% |
| Returns for 3 years | 24.83 | -1.76 | -1,408% |
| Returns for 5 years | 40.84 | -6.74 | -606% |
| Returns for 10 years | 56.42 | 34.26 | 165% |