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FFPNX vs SGAAX
FFPNX vs SGAAX Comparison
Open Charts FFPNX vs SGAAX
American Funds New Perspective 529-F-2
Price$74.05
Change-$1.24 (-1.65%)
VolumeN/A
Net Assets165.22B
Virtus SGA Global Growth A
Price$23.00
Change-$0.37 (-1.58%)
VolumeN/A
Net Assets216.19M
FFPNX vs SGAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFPNX has more cash in the bank: 165B vs. SGAAX (216M). FFPNX pays higher dividends than SGAAX: FFPNX (0.65) vs SGAAX (0.00). FFPNX was incepted earlier than SGAAX: FFPNX (5 years) vs SGAAX (12 years). SGAAX (1.44) is less costly to investors than FFPNX (0.51). SGAAX is a more actively managed with annual turnover of: 32.00 vs. FFPNX (24.00). FFPNX has a lower initial minimum investment than SGAAX: FFPNX (250) vs SGAAX (2500). FFPNX annual gain was more profitable for investors over the last year : 13.34 vs. SGAAX (-22.53). FFPNX return over 5 years is better than : 34.60 vs. SGAAX (-19.01).
| FFPNX | SGAAX | FFPNX / SGAAX | |
| Total Expense Ratio | 0.51 | 1.25 | 41% |
| Annual Report Gross Expense Ratio | 0.51 | 1.44 | 35% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 19.455 | 1.590 | 1,223% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165B | 216M | 76,389% |
| Annual Yield % from dividends | 0.65 | 0.00 | - |
| Returns for 1 year | 13.34 | -22.53 | -59% |
| Returns for 3 years | 51.97 | 6.58 | 790% |
| Returns for 5 years | 34.60 | -19.01 | -182% |
| Returns for 10 years | N/A | 57.50 | - |
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