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FFPNX vs SGARX
FFPNX vs SGARX Comparison
Open Charts FFPNX vs SGARX
American Funds New Perspective 529-F-2
Price$67.43
Change-$0.82 (-1.20%)
VolumeN/A
Net Assets150.58B
Virtus SGA Global Growth R6
Price$25.03
Change-$0.39 (-1.53%)
VolumeN/A
Net Assets239.16M
FFPNX vs SGARX Comparison Chart
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FUNDAMENTALS
Fundamentals
FFPNX has more cash in the bank: 151B vs. SGARX (239M). FFPNX pays higher dividends than SGARX: FFPNX (0.73) vs SGARX (0.00). FFPNX was incepted earlier than SGARX: FFPNX (5 years) vs SGARX (14 years). SGARX (1.04) is less costly to investors than FFPNX (0.51). SGARX is a more actively managed with annual turnover of: 32.00 vs. FFPNX (24.00). FFPNX has a lower initial minimum investment than SGARX: FFPNX (250) vs SGARX (2500000). FFPNX annual gain was more profitable for investors over the last year : 9.14 vs. SGARX (-12.27).
| FFPNX | SGARX | FFPNX / SGARX | |
| Total Expense Ratio | 0.51 | 0.90 | 57% |
| Annual Report Gross Expense Ratio | 0.51 | 1.04 | 49% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 8.776 | 3.174 | 276% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 239M | 63,180% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | 9.14 | -12.27 | -75% |
| Returns for 3 years | 45.15 | 17.62 | 256% |
| Returns for 5 years | N/A | 3.77 | - |
| Returns for 10 years | N/A | 71.93 | - |
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