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FNFPX vs SGARX
FNFPX vs SGARX Comparison
Open Charts FNFPX vs SGARX
American Funds New Perspective 529-F-3
Price$71.10
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets158.35B
Virtus SGA Global Growth R6
Price$26.04
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets240.86M
FNFPX vs SGARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 158B vs. SGARX (241M). 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 : 17.37 vs. SGARX (-9.61).
| 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 | 14.844 | 7.337 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 241M | 65,560% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | 17.37 | -9.61 | -181% |
| Returns for 3 years | 47.42 | 15.32 | 309% |
| Returns for 5 years | N/A | -0.61 | - |
| Returns for 10 years | N/A | 76.17 | - |
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