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FNFPX vs SGAAX
FNFPX vs SGAAX Comparison
Open Charts FNFPX vs SGAAX
American Funds New Perspective 529-F-3
Price$73.99
Change-$1.23 (-1.64%)
VolumeN/A
Net Assets165.22B
Virtus SGA Global Growth A
Price$23.00
Change-$0.37 (-1.58%)
VolumeN/A
Net Assets216.19M
FNFPX vs SGAAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 165B vs. SGAAX (216M). FNFPX pays higher dividends than SGAAX: FNFPX (0.69) 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 : 13.38 vs. SGAAX (-21.18). FNFPX return over 5 years is better than : 34.84 vs. SGAAX (-17.71).
| 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 | 19.512 | 3.224 | 605% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165B | 216M | 76,389% |
| Annual Yield % from dividends | 0.69 | 0.00 | - |
| Returns for 1 year | 13.38 | -21.18 | -63% |
| Returns for 3 years | 52.13 | 7.10 | 734% |
| Returns for 5 years | 34.84 | -17.71 | -197% |
| Returns for 10 years | N/A | 61.76 | - |
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