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FNFPX vs SGARX
FNFPX vs SGARX Comparison
Open Charts FNFPX vs SGARX
American Funds New Perspective 529-F-3
Price$75.20
Change+$0.24 (+0.32%)
VolumeN/A
Net Assets162.64B
Virtus SGA Global Growth R6
Price$25.11
Change+$0.12 (+0.48%)
VolumeN/A
Net Assets202.65M
FNFPX vs SGARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 163B vs. SGARX (203M). FNFPX pays higher dividends than SGARX: FNFPX (0.70) 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 : 11.73 vs. SGARX (-21.36). FNFPX return over 5 years is better than : 29.09 vs. SGARX (-14.71).
| 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 | 21.467 | 3.504 | 613% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 203M | 80,296% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 11.73 | -21.36 | -55% |
| Returns for 3 years | 52.01 | 10.28 | 506% |
| Returns for 5 years | 29.09 | -14.71 | -198% |
| Returns for 10 years | N/A | 72.78 | - |
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