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RNPHX vs SGAAX
RNPHX vs SGAAX Comparison
Open Charts RNPHX vs SGAAX
American Funds New Perspective R5E
Price$64.00
Change-$0.92 (-1.42%)
VolumeN/A
CapitalizationN/A
Virtus SGA Global Growth A
Price$28.84
Change-$0.63 (-2.14%)
VolumeN/A
CapitalizationN/A
RNPHX vs SGAAX Comparison Chart
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RNPHX vs. SGAAX commentary
Nov 18, 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 StrongSell and SGAAX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 142B vs. SGAAX (327M). 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 (18.29) and SGAAX (17.52) have marching annual gain over last year. RNPHX return over 5 years is better than : 39.74 vs. SGAAX (33.09).
| 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 | 15.649 | 10.329 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 327M | 43,425% |
| Annual Yield % from dividends | 1.00 | 0.00 | - |
| Returns for 1 year | 18.29 | 17.52 | 104% |
| Returns for 3 years | -9.77 | -9.90 | 99% |
| Returns for 5 years | 39.74 | 33.09 | 120% |
| Returns for 10 years | N/A | 106.76 | - |