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FNFPX vs SGARX
FNFPX vs SGARX Comparison
Open Charts FNFPX vs SGARX
American Funds New Perspective 529-F-3
Price$70.03
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
Virtus SGA Global Growth R6
Price$26.00
Change+$0.26 (+1.01%)
VolumeN/A
Net Assets242.33M
FNFPX vs SGARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 156B vs. SGARX (242M). FNFPX pays higher dividends than SGARX: FNFPX (0.74) 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 (0.47). SGARX is a more actively managed with annual turnover of: 32.00 vs. FNFPX (24.00). 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 : 11.56 vs. SGARX (-11.74).
| FNFPX | SGARX | FNFPX / SGARX | |
| Total Expense Ratio | 0.47 | 0.90 | 52% |
| Annual Report Gross Expense Ratio | 0.47 | 1.04 | 45% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 13.116 | 7.172 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 242M | 64,463% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | 11.56 | -11.74 | -98% |
| Returns for 3 years | 48.67 | 17.70 | 275% |
| Returns for 5 years | N/A | 2.20 | - |
| Returns for 10 years | N/A | 83.49 | - |
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