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NPFCX vs SGAAX
NPFCX vs SGAAX Comparison
Open Charts NPFCX vs SGAAX
American Funds New Perspective C
Price$68.54
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets162.86B
Virtus SGA Global Growth A
Price$23.43
Change+$0.09 (+0.39%)
VolumeN/A
Net Assets217.42M
NPFCX vs SGAAX Comparison Chart in %
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NPFCX vs. SGAAX commentary
Oct 19, 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 NPFCX is a Hold and SGAAX is a Buy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 163B vs. SGAAX (217M). NPFCX (0.00) and SGAAX (0.00) have matching dividends . NPFCX was incepted earlier than SGAAX: NPFCX (25 years) vs SGAAX (12 years). NPFCX (1.48) and SGAAX (1.44) have similar cost to investors . SGAAX is a more actively managed with annual turnover of: 32.00 vs. NPFCX (24.00). NPFCX has a lower initial minimum investment than SGAAX: NPFCX (250) vs SGAAX (2500). NPFCX annual gain was more profitable for investors over the last year : 11.61 vs. SGAAX (-19.62). NPFCX return over 5 years is better than : 29.75 vs. SGAAX (-15.48).
| NPFCX | SGAAX | NPFCX / SGAAX | |
| Total Expense Ratio | 1.48 | 1.25 | 118% |
| Annual Report Gross Expense Ratio | 1.48 | 1.44 | 103% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 18.377 | 3.489 | 527% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 217M | 75,115% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 11.61 | -19.62 | -59% |
| Returns for 3 years | 58.05 | 16.80 | 346% |
| Returns for 5 years | 29.75 | -15.48 | -192% |
| Returns for 10 years | 88.45 | 62.67 | 141% |
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