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RNPFX vs SGACX
RNPFX vs SGACX Comparison
Open Charts RNPFX vs SGACX
American Funds New Perspective R5
Price$71.95
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets159.21B
Virtus SGA Global Growth C
Price$20.58
Change+$0.10 (+0.49%)
VolumeN/A
Net Assets226.87M
RNPFX vs SGACX Comparison Chart in %
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RNPFX vs. SGACX commentary
Sep 08, 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 RNPFX is a Buy and SGACX is a Buy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 159B vs. SGACX (227M). RNPFX pays higher dividends than SGACX: RNPFX (0.72) vs SGACX (0.00). RNPFX was incepted earlier than SGACX: RNPFX (23 years) vs SGACX (12 years). SGACX (2.17) is less costly to investors than RNPFX (0.46). SGACX is a more actively managed with annual turnover of: 32.00 vs. RNPFX (24.00). RNPFX has a lower initial minimum investment than SGACX: RNPFX (250) vs SGACX (2500). RNPFX annual gain was more profitable for investors over the last year : 15.49 vs. SGACX (-19.87). RNPFX return over 5 years is better than : 36.59 vs. SGACX (-18.44).
| RNPFX | SGACX | RNPFX / SGACX | |
| Total Expense Ratio | 0.46 | 2.00 | 23% |
| Annual Report Gross Expense Ratio | 0.46 | 2.17 | 21% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 15.974 | 3.159 | 506% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 227M | 70,044% |
| Annual Yield % from dividends | 0.72 | 0.00 | - |
| Returns for 1 year | 15.49 | -19.87 | -78% |
| Returns for 3 years | 49.63 | 4.84 | 1,025% |
| Returns for 5 years | 36.59 | -18.44 | -198% |
| Returns for 10 years | 100.52 | 51.97 | 193% |
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