Interact to see
Advertisement
Advertisement
FNPFX vs SGAAX
FNPFX vs SGAAX Comparison
Open Charts FNPFX vs SGAAX
American Funds New Perspective F3
Price$73.20
Change+$0.39 (+0.54%)
VolumeN/A
Net Assets161.39B
Virtus SGA Global Growth A
Price$23.35
Change+$0.09 (+0.39%)
VolumeN/A
Net Assets221.39M
FNPFX vs SGAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FNPFX vs. SGAAX commentary
Sep 28, 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 Buy and SGAAX is a Hold.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 161B vs. SGAAX (221M). FNPFX pays higher dividends than SGAAX: FNPFX (0.77) 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 : 11.22 vs. SGAAX (-20.17). FNPFX return over 5 years is better than : 42.38 vs. SGAAX (-10.26).
| 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 | 17.874 | 3.136 | 570% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 221M | 72,851% |
| Annual Yield % from dividends | 0.77 | 0.00 | - |
| Returns for 1 year | 11.22 | -20.17 | -56% |
| Returns for 3 years | 62.81 | 19.93 | 315% |
| Returns for 5 years | 42.38 | -10.26 | -413% |
| Returns for 10 years | N/A | 78.27 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement