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FNFPX vs SGACX
FNFPX vs SGACX Comparison
Open Charts FNFPX vs SGACX
American Funds New Perspective 529-F-3
Price$73.99
Change-$1.23 (-1.64%)
VolumeN/A
Net Assets165.22B
Virtus SGA Global Growth C
Price$20.13
Change-$0.32 (-1.56%)
VolumeN/A
Net Assets216.19M
FNFPX vs SGACX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 165B vs. SGACX (216M). FNFPX pays higher dividends than SGACX: FNFPX (0.69) vs SGACX (0.00). FNFPX was incepted earlier than SGACX: FNFPX (5 years) vs SGACX (12 years). SGACX (2.17) is less costly to investors than FNFPX (0.47). SGACX is a more actively managed with annual turnover of: 32.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than SGACX: FNFPX (250) vs SGACX (2500). FNFPX annual gain was more profitable for investors over the last year : 13.38 vs. SGACX (-23.98). FNFPX return over 5 years is better than : 34.84 vs. SGACX (-23.69).
| FNFPX | SGACX | FNFPX / SGACX | |
| Total Expense Ratio | 0.47 | 2.00 | 24% |
| Annual Report Gross Expense Ratio | 0.47 | 2.17 | 22% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 19.512 | 2.558 | 763% |
| Front Load | N/A | N/A | - |
| 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 | -23.98 | -56% |
| Returns for 3 years | 52.13 | 1.54 | 3,387% |
| Returns for 5 years | 34.84 | -23.69 | -147% |
| Returns for 10 years | N/A | 43.88 | - |
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