Interact to see
Advertisement
Advertisement
RNPBX vs SGAPX
RNPBX vs SGAPX Comparison
Open Charts RNPBX vs SGAPX
American Funds New Perspective R2
Price$65.15
Change+$0.36 (+0.56%)
VolumeN/A
Net Assets156.22B
Virtus SGA Global Growth I
Price$24.75
Change+$0.24 (+0.98%)
VolumeN/A
Net Assets242.33M
RNPBX vs SGAPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RNPBX vs. SGAPX commentary
Jul 07, 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 SGAPX is a Buy.
FUNDAMENTALS
Fundamentals
RNPBX has more cash in the bank: 156B vs. SGAPX (242M). RNPBX (0.00) and SGAPX (0.00) have matching dividends . RNPBX was incepted earlier than SGAPX: RNPBX (23 years) vs SGAPX (12 years). RNPBX (1.50) is less costly to investors than SGAPX (1.18). SGAPX is a more actively managed with annual turnover of: 32.00 vs. RNPBX (24.00). RNPBX has a lower initial minimum investment than SGAPX: RNPBX (250) vs SGAPX (100000). RNPBX annual gain was more profitable for investors over the last year : 10.07 vs. SGAPX (-12.70). RNPBX return over 5 years is better than : 39.95 vs. SGAPX (-0.16).
| RNPBX | SGAPX | RNPBX / SGAPX | |
| Total Expense Ratio | 1.50 | 1.00 | 150% |
| Annual Report Gross Expense Ratio | 1.50 | 1.18 | 127% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 12.522 | 7.143 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 242M | 64,463% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.07 | -12.70 | -79% |
| Returns for 3 years | 43.08 | 15.93 | 271% |
| Returns for 5 years | 39.95 | -0.16 | -24,761% |
| Returns for 10 years | 77.20 | 75.78 | 102% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement