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RNPHX vs SGAAX
RNPHX vs SGAAX Comparison
Open Charts RNPHX vs SGAAX
American Funds New Perspective R5E
Price$65.29
Change-$2.07 (-3.07%)
VolumeN/A
CapitalizationN/A
Virtus SGA Global Growth A
Price$22.84
Change-$6.94 (-23.30%)
VolumeN/A
CapitalizationN/A
RNPHX vs SGAAX Comparison Chart
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RNPHX vs. SGAAX commentary
Dec 19, 2024
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 RNPHX is a Buy and SGAAX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 149B vs. SGAAX (305M). RNPHX pays higher dividends than SGAAX: RNPHX (1.00) vs SGAAX (0.00). RNPHX was incepted earlier than SGAAX: RNPHX (9 years) vs SGAAX (11 years). SGAAX is a more actively managed with annual turnover of: 24.00 vs. RNPHX (17.00). RNPHX has a lower initial minimum investment than SGAAX: RNPHX (250) vs SGAAX (2500). RNPHX annual gain was more profitable for investors over the last year : 23.37 vs. SGAAX (15.60). RNPHX return over 5 years is better than : 41.65 vs. SGAAX (33.24).
| RNPHX | SGAAX | RNPHX / SGAAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 21.720 | 14.537 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 305M | 48,852% |
| Annual Yield % from dividends | 1.00 | 0.00 | - |
| Returns for 1 year | 23.37 | 15.60 | 150% |
| Returns for 3 years | 7.69 | -0.27 | -2,886% |
| Returns for 5 years | 41.65 | 33.24 | 125% |
| Returns for 10 years | N/A | 114.40 | - |