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RNPHX vs SGAAX
RNPHX vs SGAAX Comparison
Open Charts RNPHX vs SGAAX
American Funds New Perspective R5E
Price$70.35
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets162.64B
Virtus SGA Global Growth A
Price$20.68
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets200M
RNPHX vs SGAAX Comparison Chart in %
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RNPHX vs. SGAAX commentary
Dec 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 RNPHX is a Hold and SGAAX is a Hold.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 163B vs. SGAAX (200M). RNPHX pays higher dividends than SGAAX: RNPHX (0.62) vs SGAAX (0.00). RNPHX was incepted earlier than SGAAX: RNPHX (10 years) vs SGAAX (12 years). SGAAX (1.44) is less costly to investors than RNPHX (0.56). SGAAX is a more actively managed with annual turnover of: 32.00 vs. RNPHX (24.00). RNPHX has a lower initial minimum investment than SGAAX: RNPHX (250) vs SGAAX (2500). RNPHX annual gain was more profitable for investors over the last year : 11.93 vs. SGAAX (-10.48). RNPHX return over 5 years is better than : 21.89 vs. SGAAX (-26.22).
| RNPHX | SGAAX | RNPHX / SGAAX | |
| Total Expense Ratio | 0.56 | 1.25 | 45% |
| Annual Report Gross Expense Ratio | 0.56 | 1.44 | 39% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 14.502 | -8.657 | -168% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 200M | 81,500% |
| Annual Yield % from dividends | 0.62 | 0.00 | - |
| Returns for 1 year | 11.93 | -10.48 | -114% |
| Returns for 3 years | 53.46 | 0.68 | 7,844% |
| Returns for 5 years | 21.89 | -26.22 | -83% |
| Returns for 10 years | 97.42 | 41.95 | 232% |
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