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CAGEX vs RNPCX
CAGEX vs RNPCX Comparison
Open Charts CAGEX vs RNPCX
Calamos Global Equity A
Price$16.44
Change-$0.28 (-1.67%)
VolumeN/A
Net Assets132.78M
American Funds New Perspective R3
Price$59.77
Change-$0.75 (-1.24%)
VolumeN/A
Net Assets141.33B
CAGEX vs RNPCX Comparison Chart
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CAGEX vs. RNPCX commentary
Jan 13, 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 Hold and RNPCX is a Hold.
FUNDAMENTALS
Fundamentals
RNPCX has more cash in the bank: 141B vs. CAGEX (133M). RNPCX pays higher dividends than CAGEX: RNPCX (0.58) vs CAGEX (0.00). CAGEX was incepted earlier than RNPCX: CAGEX (18 years) vs RNPCX (23 years). CAGEX is a more actively managed with annual turnover of: 90.00 vs. RNPCX (17.00). RNPCX has a lower initial minimum investment than CAGEX: RNPCX (250) vs CAGEX (2500). CAGEX annual gain was more profitable for investors over the last year : 17.43 vs. RNPCX (11.54). CAGEX return over 5 years is better than : 39.44 vs. RNPCX (28.93).
| CAGEX | RNPCX | CAGEX / RNPCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -0.364 | -0.499 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 141B | 0% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 17.43 | 11.54 | 151% |
| Returns for 3 years | 5.32 | -4.24 | -125% |
| Returns for 5 years | 39.44 | 28.93 | 136% |
| Returns for 10 years | 35.09 | 71.55 | 49% |
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