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RNPEX vs SGACX
RNPEX vs SGACX Comparison
Open Charts RNPEX vs SGACX
American Funds New Perspective R4
Price$66.18
Change-$0.80 (-1.19%)
VolumeN/A
Net Assets150.58B
Virtus SGA Global Growth C
Price$20.47
Change-$0.32 (-1.54%)
VolumeN/A
Net Assets239.16M
RNPEX vs SGACX Comparison Chart
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RNPEX vs. SGACX commentary
Jun 16, 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 RNPEX is a Buy and SGACX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 151B vs. SGACX (239M). RNPEX pays higher dividends than SGACX: RNPEX (0.51) vs SGACX (0.00). RNPEX was incepted earlier than SGACX: RNPEX (23 years) vs SGACX (12 years). SGACX (2.17) is less costly to investors than RNPEX (0.76). SGACX is a more actively managed with annual turnover of: 32.00 vs. RNPEX (24.00). RNPEX has a lower initial minimum investment than SGACX: RNPEX (250) vs SGACX (2500). RNPEX annual gain was more profitable for investors over the last year : 8.79 vs. SGACX (-16.89). RNPEX return over 5 years is better than : 47.70 vs. SGACX (-7.67).
| RNPEX | SGACX | RNPEX / SGACX | |
| Total Expense Ratio | 0.76 | 2.00 | 38% |
| Annual Report Gross Expense Ratio | 0.76 | 2.17 | 35% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 8.652 | 2.658 | 326% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 239M | 63,180% |
| Annual Yield % from dividends | 0.51 | 0.00 | - |
| Returns for 1 year | 8.79 | -16.89 | -52% |
| Returns for 3 years | 42.74 | 8.42 | 508% |
| Returns for 5 years | 47.70 | -7.67 | -622% |
| Returns for 10 years | 75.95 | 43.48 | 175% |
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