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FNFPX vs SGAPX
FNFPX vs SGAPX Comparison
Open Charts FNFPX vs SGAPX
American Funds New Perspective 529-F-3
Price$73.99
Change-$1.23 (-1.64%)
VolumeN/A
Net Assets165.22B
Virtus SGA Global Growth I
Price$23.53
Change-$0.37 (-1.55%)
VolumeN/A
Net Assets216.19M
FNFPX vs SGAPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 165B vs. SGAPX (216M). FNFPX pays higher dividends than SGAPX: FNFPX (0.69) vs SGAPX (0.00). FNFPX was incepted earlier than SGAPX: FNFPX (5 years) vs SGAPX (12 years). SGAPX (1.18) is less costly to investors than FNFPX (0.47). SGAPX is a more actively managed with annual turnover of: 32.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than SGAPX: FNFPX (250) vs SGAPX (100000). FNFPX annual gain was more profitable for investors over the last year : 13.38 vs. SGAPX (-20.65). FNFPX return over 5 years is better than : 34.84 vs. SGAPX (-16.26).
| FNFPX | SGAPX | FNFPX / SGAPX | |
| Total Expense Ratio | 0.47 | 1.00 | 47% |
| Annual Report Gross Expense Ratio | 0.47 | 1.18 | 40% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 19.512 | 3.463 | 563% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| 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 | -20.65 | -65% |
| Returns for 3 years | 52.13 | 8.39 | 621% |
| Returns for 5 years | 34.84 | -16.26 | -214% |
| Returns for 10 years | N/A | 65.28 | - |
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