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RNPFX vs SGACX
RNPFX vs SGACX Comparison
Open Charts RNPFX vs SGACX
American Funds New Perspective R5
Price$61.58
Change+$0.36 (+0.59%)
VolumeN/A
Net Assets137.47B
Virtus SGA Global Growth C
Price$19.04
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets238.35M
RNPFX vs SGACX Comparison Chart
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RNPFX vs. SGACX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 137B vs. SGACX (238M). 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 : 3.17 vs. SGACX (-23.41). RNPFX return over 5 years is better than : 70.60 vs. SGACX (7.86).
| 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 | -0.741 | -5.015 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 238M | 57,563% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | 3.17 | -23.41 | -14% |
| Returns for 3 years | 4.49 | -21.83 | -21% |
| Returns for 5 years | 70.60 | 7.86 | 898% |
| Returns for 10 years | 65.81 | 35.17 | 187% |