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FNFPX vs SGAAX
FNFPX vs SGAAX Comparison
Open Charts FNFPX vs SGAAX
American Funds New Perspective 529-F-3
Price$67.37
Change-$0.81 (-1.19%)
VolumeN/A
Net Assets150.58B
Virtus SGA Global Growth A
Price$23.32
Change-$0.36 (-1.52%)
VolumeN/A
Net Assets239.16M
FNFPX vs SGAAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 151B vs. SGAAX (239M). FNFPX pays higher dividends than SGAAX: FNFPX (0.78) 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 : 9.21 vs. SGAAX (-13.85).
| 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 | 8.819 | 3.004 | 294% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 239M | 63,180% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | 9.21 | -13.85 | -66% |
| Returns for 3 years | 45.33 | 14.37 | 315% |
| Returns for 5 years | N/A | -0.43 | - |
| Returns for 10 years | N/A | 61.32 | - |
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