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FNFPX vs SGAAX
FNFPX vs SGAAX Comparison
Open Charts FNFPX vs SGAAX
American Funds New Perspective 529-F-3
Price$70.03
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
Virtus SGA Global Growth A
Price$24.22
Change+$0.24 (+1.00%)
VolumeN/A
Net Assets242.33M
FNFPX vs SGAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 156B vs. SGAAX (242M). FNFPX pays higher dividends than SGAAX: FNFPX (0.74) 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 (0.47). SGAAX is a more actively managed with annual turnover of: 32.00 vs. FNFPX (24.00). 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 : 11.56 vs. SGAAX (-13.28).
| FNFPX | SGAAX | FNFPX / SGAAX | |
| Total Expense Ratio | 0.47 | 1.25 | 38% |
| Annual Report Gross Expense Ratio | 0.47 | 1.44 | 33% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 13.116 | 6.979 | 188% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 242M | 64,463% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | 11.56 | -13.28 | -87% |
| Returns for 3 years | 48.67 | 14.52 | 335% |
| Returns for 5 years | N/A | -1.90 | - |
| Returns for 10 years | N/A | 72.18 | - |
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