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RNPBX vs SGAAX
RNPBX vs SGAAX Comparison
Open Charts RNPBX vs SGAAX
American Funds New Perspective R2
Price$67.70
Change+$0.35 (+0.52%)
VolumeN/A
Net Assets161.39B
Virtus SGA Global Growth A
Price$23.35
Change+$0.09 (+0.39%)
VolumeN/A
Net Assets221.39M
RNPBX vs SGAAX Comparison Chart in %
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RNPBX 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 RNPBX is a Buy and SGAAX is a Hold.
FUNDAMENTALS
Fundamentals
RNPBX has more cash in the bank: 161B vs. SGAAX (221M). RNPBX (0.00) and SGAAX (0.00) have matching dividends . RNPBX was incepted earlier than SGAAX: RNPBX (23 years) vs SGAAX (12 years). RNPBX (1.50) and SGAAX (1.44) have similar cost to investors . SGAAX is a more actively managed with annual turnover of: 32.00 vs. RNPBX (24.00). RNPBX has a lower initial minimum investment than SGAAX: RNPBX (250) vs SGAAX (2500). RNPBX annual gain was more profitable for investors over the last year : 9.67 vs. SGAAX (-20.17). RNPBX return over 5 years is better than : 34.99 vs. SGAAX (-10.26).
| RNPBX | SGAAX | RNPBX / SGAAX | |
| Total Expense Ratio | 1.50 | 1.25 | 120% |
| Annual Report Gross Expense Ratio | 1.50 | 1.44 | 104% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 16.926 | 3.136 | 540% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 221M | 72,851% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.67 | -20.17 | -48% |
| Returns for 3 years | 58.10 | 19.93 | 292% |
| Returns for 5 years | 34.99 | -10.26 | -341% |
| Returns for 10 years | 100.69 | 78.27 | 129% |
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