Interact to see
Advertisement
Advertisement
FNPFX vs SGAAX
FNPFX vs SGAAX Comparison
Open Charts FNPFX vs SGAAX
American Funds New Perspective F3
Price$71.81
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
Virtus SGA Global Growth A
Price$23.85
Change+$0.17 (+0.72%)
VolumeN/A
Net Assets233.39M
FNPFX vs SGAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FNPFX vs. SGAAX commentary
Aug 18, 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 StrongBuy and SGAAX is a Buy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 159B vs. SGAAX (233M). FNPFX pays higher dividends than SGAAX: FNPFX (0.78) 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 : 14.06 vs. SGAAX (-15.25). FNPFX return over 5 years is better than : 39.95 vs. SGAAX (-7.74).
| 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 | 15.636 | 5.345 | 293% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 233M | 68,240% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | 14.06 | -15.25 | -92% |
| Returns for 3 years | 35.49 | 0.68 | 5,254% |
| Returns for 5 years | 39.95 | -7.74 | -516% |
| Returns for 10 years | N/A | 64.17 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement