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RNPFX vs SGACX
RNPFX vs SGACX Comparison
Open Charts RNPFX vs SGACX
American Funds New Perspective R5
Price$67.50
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets150.58B
Virtus SGA Global Growth C
Price$20.47
Change-$0.32 (-1.54%)
VolumeN/A
Net Assets239.16M
RNPFX vs SGACX Comparison Chart
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RNPFX vs. SGACX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 151B vs. SGACX (239M). RNPFX pays higher dividends than SGACX: RNPFX (0.77) 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 : 9.22 vs. SGACX (-17.09). RNPFX return over 5 years is better than : 49.60 vs. SGACX (-7.67).
| 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 | 8.801 | 2.658 | 331% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 239M | 63,180% |
| Annual Yield % from dividends | 0.77 | 0.00 | - |
| Returns for 1 year | 9.22 | -17.09 | -54% |
| Returns for 3 years | 43.84 | 8.42 | 521% |
| Returns for 5 years | 49.60 | -7.67 | -647% |
| Returns for 10 years | 78.80 | 43.48 | 181% |
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