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CAGEX vs RNPCX
CAGEX vs RNPCX Comparison
Open Charts CAGEX vs RNPCX
Calamos Global Equity A
Price$17.62
Change+$0.13 (+0.74%)
VolumeN/A
Net Assets142.32M
American Funds New Perspective R3
Price$65.35
Change+$0.40 (+0.62%)
VolumeN/A
Net Assets150.13B
CAGEX vs RNPCX Comparison Chart
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CAGEX vs. RNPCX commentary
Jun 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 CAGEX is a Buy and RNPCX is a Buy.
FUNDAMENTALS
Fundamentals
RNPCX has more cash in the bank: 150B vs. CAGEX (142M). RNPCX pays higher dividends than CAGEX: RNPCX (0.24) vs CAGEX (0.00). CAGEX was incepted earlier than RNPCX: CAGEX (18 years) vs RNPCX (23 years). CAGEX (1.42) is less costly to investors than RNPCX (1.06). CAGEX is a more actively managed with annual turnover of: 78.00 vs. RNPCX (24.00). RNPCX has a lower initial minimum investment than CAGEX: RNPCX (250) vs CAGEX (2500). RNPCX annual gain was more profitable for investors over the last year : 8.84 vs. CAGEX (0.57). RNPCX (41.54) and CAGEX (40.40) have equivalent 5 years return.
| CAGEX | RNPCX | CAGEX / RNPCX | |
| Total Expense Ratio | 1.40 | 1.06 | 132% |
| Annual Report Gross Expense Ratio | 1.42 | 1.06 | 134% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 6.788 | 8.790 | 77% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142M | 150B | 0% |
| Annual Yield % from dividends | 0.00 | 0.24 | - |
| Returns for 1 year | 0.57 | 8.84 | 6% |
| Returns for 3 years | 35.23 | 27.70 | 127% |
| Returns for 5 years | 40.40 | 41.54 | 97% |
| Returns for 10 years | 34.50 | 74.65 | 46% |