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RNPHX vs SGAAX
RNPHX vs SGAAX Comparison
Open Charts RNPHX vs SGAAX
American Funds New Perspective R5E
Price$70.93
Change-$2.64 (-3.59%)
VolumeN/A
Net Assets162.72B
Virtus SGA Global Growth A
Price$19.42
Change-$4.33 (-18.23%)
VolumeN/A
Net Assets187.94M
RNPHX vs SGAAX Comparison Chart in %
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RNPHX vs. SGAAX commentary
Feb 04, 2026
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 (188M). RNPHX pays higher dividends than SGAAX: RNPHX (1.17) 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 (0.55). SGAAX is a more actively managed with annual turnover of: 37.00 vs. RNPHX (23.00). 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 : 13.11 vs. SGAAX (-15.89). RNPHX return over 5 years is better than : 17.44 vs. SGAAX (-34.74).
| RNPHX | SGAAX | RNPHX / SGAAX | |
| Total Expense Ratio | 0.55 | 1.25 | 44% |
| Annual Report Gross Expense Ratio | 0.55 | 1.44 | 38% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 1.619 | -5.314 | -30% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 188M | 86,702% |
| Annual Yield % from dividends | 1.17 | 0.00 | - |
| Returns for 1 year | 13.11 | -15.89 | -82% |
| Returns for 3 years | 42.14 | -15.05 | -280% |
| Returns for 5 years | 17.44 | -34.74 | -50% |
| Returns for 10 years | 128.78 | 50.74 | 254% |
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