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FNPFX vs SGAAX
FNPFX vs SGAAX Comparison
Open Charts FNPFX vs SGAAX
American Funds New Perspective F3
Price$71.77
Change-$2.68 (-3.60%)
VolumeN/A
Net Assets162.72B
Virtus SGA Global Growth A
Price$19.42
Change-$4.33 (-18.23%)
VolumeN/A
Net Assets187.94M
FNPFX vs SGAAX Comparison Chart in %
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FNPFX vs. SGAAX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 163B vs. SGAAX (188M). FNPFX pays higher dividends than SGAAX: FNPFX (1.29) 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 (0.40). SGAAX is a more actively managed with annual turnover of: 37.00 vs. FNPFX (23.00). 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 : 13.35 vs. SGAAX (-15.89). FNPFX return over 5 years is better than : 18.39 vs. SGAAX (-34.74).
| FNPFX | SGAAX | FNPFX / SGAAX | |
| Total Expense Ratio | 0.40 | 1.25 | 32% |
| Annual Report Gross Expense Ratio | 0.40 | 1.44 | 28% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 1.628 | -5.314 | -31% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 188M | 86,702% |
| Annual Yield % from dividends | 1.29 | 0.00 | - |
| Returns for 1 year | 13.35 | -15.89 | -84% |
| Returns for 3 years | 43.00 | -15.05 | -286% |
| Returns for 5 years | 18.39 | -34.74 | -53% |
| Returns for 10 years | N/A | 50.74 | - |
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