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RNPFX vs SGACX
RNPFX vs SGACX Comparison
Open Charts RNPFX vs SGACX
American Funds New Perspective R5
Price$70.17
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
Virtus SGA Global Growth C
Price$21.25
Change+$0.21 (+1.00%)
VolumeN/A
Net Assets242.33M
RNPFX vs SGACX Comparison Chart in %
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RNPFX vs. SGACX commentary
Jul 06, 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: 156B vs. SGACX (242M). RNPFX pays higher dividends than SGACX: RNPFX (0.74) 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 : 11.57 vs. SGACX (-16.37). RNPFX return over 5 years is better than : 47.33 vs. SGACX (-9.03).
| 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 | 13.104 | 6.570 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 242M | 64,463% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | 11.57 | -16.37 | -71% |
| Returns for 3 years | 47.16 | 8.58 | 549% |
| Returns for 5 years | 47.33 | -9.03 | -524% |
| Returns for 10 years | 88.89 | 53.13 | 167% |
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