Interact to see
Advertisement
Advertisement
FNFPX vs SGAAX
FNFPX vs SGAAX Comparison
Open Charts FNFPX vs SGAAX
American Funds New Perspective 529-F-3
Price$71.53
Change-$2.66 (-3.59%)
VolumeN/A
Net Assets162.72B
Virtus SGA Global Growth A
Price$19.42
Change-$4.33 (-18.23%)
VolumeN/A
Net Assets187.94M
FNFPX vs SGAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 163B vs. SGAAX (188M). FNFPX pays higher dividends than SGAAX: FNFPX (1.24) vs SGAAX (0.00). FNFPX was incepted earlier than SGAAX: FNFPX (5 years) vs SGAAX (12 years). SGAAX (1.44) is less costly to investors than FNFPX (0.45). SGAAX is a more actively managed with annual turnover of: 37.00 vs. FNFPX (23.00). FNFPX has a lower initial minimum investment than SGAAX: FNFPX (250) vs SGAAX (2500). FNFPX annual gain was more profitable for investors over the last year : 13.27 vs. SGAAX (-15.89). FNFPX return over 5 years is better than : 19.30 vs. SGAAX (-34.74).
| FNFPX | SGAAX | FNFPX / SGAAX | |
| Total Expense Ratio | 0.45 | 1.25 | 36% |
| Annual Report Gross Expense Ratio | 0.45 | 1.44 | 31% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 1.634 | -5.314 | -31% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 188M | 86,702% |
| Annual Yield % from dividends | 1.24 | 0.00 | - |
| Returns for 1 year | 13.27 | -15.89 | -84% |
| Returns for 3 years | 42.70 | -15.05 | -284% |
| Returns for 5 years | 19.30 | -34.74 | -56% |
| Returns for 10 years | N/A | 50.74 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers