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$70.94
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets162.64B
Virtus SGA Global Growth A
Price$20.68
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets200M
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 (200M). FNFPX pays higher dividends than SGAAX: FNFPX (0.70) 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 : 12.02 vs. SGAAX (-10.48). FNFPX return over 5 years is better than : 23.73 vs. SGAAX (-26.22).
| 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 | 14.586 | -8.657 | -168% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 200M | 81,500% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 12.02 | -10.48 | -115% |
| Returns for 3 years | 53.97 | 0.68 | 7,918% |
| Returns for 5 years | 23.73 | -26.22 | -91% |
| Returns for 10 years | N/A | 41.95 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HDVTX | 13.00 | 0.04 | +0.31% |
| Hartford International Equity R5 | |||
| SMVSX | 29.04 | 0.04 | +0.14% |
| Invesco Small Cap Value R6 | |||
| BMECX | 15.73 | 0.02 | +0.13% |
| BlackRock High Equity Income Investor C | |||
| FSEBX | 15.39 | 0.01 | +0.07% |
| Fidelity Sustainable U.S. Equity | |||
| MAPLX | 28.67 | -0.05 | -0.17% |
| Morgan Stanley Inst Advantage L | |||