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FNFPX vs SGARX
FNFPX vs SGARX Comparison
Open Charts FNFPX vs SGARX
American Funds New Perspective 529-F-3
Price$71.53
Change-$2.66 (-3.59%)
VolumeN/A
Net Assets162.72B
Virtus SGA Global Growth R6
Price$21.09
Change-$4.43 (-17.36%)
VolumeN/A
Net Assets187.94M
FNFPX vs SGARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 163B vs. SGARX (188M). FNFPX pays higher dividends than SGARX: FNFPX (1.24) vs SGARX (0.00). FNFPX was incepted earlier than SGARX: FNFPX (5 years) vs SGARX (15 years). SGARX (1.04) is less costly to investors than FNFPX (0.45). SGARX is a more actively managed with annual turnover of: 37.00 vs. FNFPX (23.00). FNFPX has a lower initial minimum investment than SGARX: FNFPX (250) vs SGARX (2500000). FNFPX annual gain was more profitable for investors over the last year : 13.27 vs. SGARX (-14.79). FNFPX return over 5 years is better than : 19.30 vs. SGARX (-31.48).
| FNFPX | SGARX | FNFPX / SGARX | |
| Total Expense Ratio | 0.45 | 0.90 | 50% |
| Annual Report Gross Expense Ratio | 0.45 | 1.04 | 43% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 1.634 | -5.341 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 188M | 86,702% |
| Annual Yield % from dividends | 1.24 | 0.00 | - |
| Returns for 1 year | 13.27 | -14.79 | -90% |
| Returns for 3 years | 42.70 | -12.02 | -355% |
| Returns for 5 years | 19.30 | -31.48 | -61% |
| Returns for 10 years | N/A | 62.12 | - |
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