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RNPFX vs SGACX
RNPFX vs SGACX Comparison
Open Charts RNPFX vs SGACX
American Funds New Perspective R5
Price$65.98
Change+$0.06 (+0.09%)
VolumeN/A
Net Assets147.5B
Virtus SGA Global Growth C
Price$20.09
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets245.26M
RNPFX vs SGACX Comparison Chart
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RNPFX vs. SGACX commentary
May 23, 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: 148B vs. SGACX (245M). RNPFX pays higher dividends than SGACX: RNPFX (0.82) 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 : 7.83 vs. SGACX (-18.76). RNPFX return over 5 years is better than : 51.94 vs. SGACX (-3.74).
| 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 | 6.351 | 2.056 | 309% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 245M | 60,408% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | 7.83 | -18.76 | -42% |
| Returns for 3 years | 31.51 | 0.84 | 3,740% |
| Returns for 5 years | 51.94 | -3.74 | -1,390% |
| Returns for 10 years | 71.32 | 39.01 | 183% |
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