Ad is loading...
RNPFX vs SGACX
RNPFX vs SGACX Comparison
Open Charts RNPFX vs SGACX
American Funds New Perspective R5
Price$61.09
Change+$1.17 (+1.95%)
VolumeN/A
Net Assets134.95B
Virtus SGA Global Growth C
Price$18.71
Change+$0.46 (+2.52%)
VolumeN/A
Net Assets223.36M
RNPFX vs SGACX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RNPFX vs. SGACX commentary
Apr 25, 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: 135B vs. SGACX (223M). RNPFX pays higher dividends than SGACX: RNPFX (0.84) 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 : 4.59 vs. SGACX (-23.89). RNPFX return over 5 years is better than : 49.11 vs. SGACX (-8.66).
| 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 | -1.531 | -8.475 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 223M | 60,538% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | 4.59 | -23.89 | -19% |
| Returns for 3 years | 12.22 | -17.64 | -69% |
| Returns for 5 years | 49.11 | -8.66 | -567% |
| Returns for 10 years | 58.70 | 24.29 | 242% |
View a ticker or compare two or three
VS
VS
Ad is loading...