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RNPEX vs SGAAX
RNPEX vs SGAAX Comparison
Open Charts RNPEX vs SGAAX
American Funds New Perspective R4
Price$60.54
Change-$1.06 (-1.72%)
VolumeN/A
CapitalizationN/A
Virtus SGA Global Growth A
Price$27.93
Change-$0.33 (-1.17%)
VolumeN/A
CapitalizationN/A
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RNPEX vs SGAAX Comparison Chart
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RNPEX vs. SGAAX commentary
Sep 08, 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 RNPEX is a Buy and SGAAX is a Buy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 137B vs. SGAAX (333M). RNPEX pays higher dividends than SGAAX: RNPEX (0.83) vs SGAAX (0.00). RNPEX was incepted earlier than SGAAX: RNPEX (22 years) vs SGAAX (11 years). SGAAX is a more actively managed with annual turnover of: 24.00 vs. RNPEX (17.00). RNPEX has a lower initial minimum investment than SGAAX: RNPEX (250) vs SGAAX (2500). RNPEX (14.78) and SGAAX (14.14) have marching annual gain over last year. RNPEX return over 5 years is better than : 40.46 vs. SGAAX (31.99).
| RNPEX | SGAAX | RNPEX / SGAAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 12.245 | 8.110 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 333M | 41,141% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 14.78 | 14.14 | 105% |
| Returns for 3 years | -10.06 | -13.50 | 75% |
| Returns for 5 years | 40.46 | 31.99 | 126% |
| Returns for 10 years | 62.67 | 101.27 | 62% |
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