Interact to see
Advertisement
Advertisement
FNPFX vs SGAAX
FNPFX vs SGAAX Comparison
Open Charts FNPFX vs SGAAX
American Funds New Perspective F3
Price$74.25
Change-$1.24 (-1.64%)
VolumeN/A
Net Assets165.22B
Virtus SGA Global Growth A
Price$23.00
Change-$0.37 (-1.58%)
VolumeN/A
Net Assets216.19M
FNPFX vs SGAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FNPFX vs. SGAAX commentary
Nov 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FNPFX is a Hold and SGAAX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 165B vs. SGAAX (216M). FNPFX pays higher dividends than SGAAX: FNPFX (0.73) vs SGAAX (0.00). FNPFX was incepted earlier than SGAAX: FNPFX (9 years) vs SGAAX (12 years). SGAAX (1.44) is less costly to investors than FNPFX (0.41). SGAAX is a more actively managed with annual turnover of: 32.00 vs. FNPFX (24.00). SGAAX has a lower initial minimum investment than FNPFX: SGAAX (2500) vs FNPFX (1000000). FNPFX annual gain was more profitable for investors over the last year : 13.46 vs. SGAAX (-22.53). FNPFX return over 5 years is better than : 33.30 vs. SGAAX (-19.01).
| FNPFX | SGAAX | FNPFX / SGAAX | |
| Total Expense Ratio | 0.41 | 1.25 | 33% |
| Annual Report Gross Expense Ratio | 0.41 | 1.44 | 28% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 19.565 | 1.590 | 1,230% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 165B | 216M | 76,389% |
| Annual Yield % from dividends | 0.73 | 0.00 | - |
| Returns for 1 year | 13.46 | -22.53 | -60% |
| Returns for 3 years | 50.76 | 6.58 | 771% |
| Returns for 5 years | 33.30 | -19.01 | -175% |
| Returns for 10 years | N/A | 57.50 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement