Interact to see
Advertisement
Advertisement
RNPEX vs SGACX
RNPEX vs SGACX Comparison
Open Charts RNPEX vs SGACX
American Funds New Perspective R4
Price$70.27
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets158.96B
Virtus SGA Global Growth C
Price$20.91
Change+$0.15 (+0.72%)
VolumeN/A
Net Assets233.39M
RNPEX vs SGACX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RNPEX vs. SGACX 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 RNPEX is a StrongBuy and SGACX is a Buy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 159B vs. SGACX (233M). RNPEX pays higher dividends than SGACX: RNPEX (0.49) 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 : 13.55 vs. SGACX (-18.22). RNPEX return over 5 years is better than : 37.89 vs. SGACX (-14.44).
| 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 | 15.367 | 4.865 | 316% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 233M | 68,240% |
| Annual Yield % from dividends | 0.49 | 0.00 | - |
| Returns for 1 year | 13.55 | -18.22 | -74% |
| Returns for 3 years | 34.29 | -4.56 | -751% |
| Returns for 5 years | 37.89 | -14.44 | -262% |
| Returns for 10 years | 86.53 | 46.03 | 188% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement