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FNFPX vs SGARX
FNFPX vs SGARX Comparison
Open Charts FNFPX vs SGARX
American Funds New Perspective 529-F-3
Price$74.56
Change+$0.38 (+0.51%)
VolumeN/A
Net Assets162.64B
Virtus SGA Global Growth R6
Price$24.88
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets203.6M
FNFPX vs SGARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 163B vs. SGARX (204M). 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 : 12.32 vs. SGARX (-21.07). FNFPX return over 5 years is better than : 27.57 vs. SGARX (-16.20).
| 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 | 20.433 | 2.556 | 800% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 204M | 79,902% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 12.32 | -21.07 | -58% |
| Returns for 3 years | 47.65 | 7.20 | 662% |
| Returns for 5 years | 27.57 | -16.20 | -170% |
| Returns for 10 years | N/A | 65.10 | - |
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