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RNPCX vs SGAPX
RNPCX vs SGAPX Comparison
Open Charts RNPCX vs SGAPX
American Funds New Perspective R3
Price$57.17
Change-$2.37 (-3.98%)
VolumeN/A
Net Assets139.04B
Virtus SGA Global Growth I
Price$21.31
Change-$0.81 (-3.66%)
VolumeN/A
Net Assets237.64M
RNPCX vs SGAPX Comparison Chart
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RNPCX vs. SGAPX commentary
Apr 05, 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 RNPCX is a Hold and SGAPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNPCX has more cash in the bank: 139B vs. SGAPX (238M). RNPCX pays higher dividends than SGAPX: RNPCX (0.26) vs SGAPX (0.00). RNPCX was incepted earlier than SGAPX: RNPCX (23 years) vs SGAPX (12 years). SGAPX (1.18) is less costly to investors than RNPCX (1.06). SGAPX is a more actively managed with annual turnover of: 32.00 vs. RNPCX (24.00). RNPCX has a lower initial minimum investment than SGAPX: RNPCX (250) vs SGAPX (100000). RNPCX annual gain was more profitable for investors over the last year : 1.89 vs. SGAPX (-19.77). RNPCX return over 5 years is better than : 66.17 vs. SGAPX (19.05).
| RNPCX | SGAPX | RNPCX / SGAPX | |
| Total Expense Ratio | 1.06 | 1.00 | 106% |
| Annual Report Gross Expense Ratio | 1.06 | 1.18 | 90% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -0.882 | -4.242 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 238M | 58,403% |
| Annual Yield % from dividends | 0.26 | 0.00 | - |
| Returns for 1 year | 1.89 | -19.77 | -10% |
| Returns for 3 years | 1.57 | -17.22 | -9% |
| Returns for 5 years | 66.17 | 19.05 | 347% |
| Returns for 10 years | 59.55 | 54.75 | 109% |