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CAGEX vs RNPCX
CAGEX vs RNPCX Comparison
Open Charts CAGEX vs RNPCX
Calamos Global Equity A
Price$15.69
Change+$0.39 (+2.55%)
VolumeN/A
Net Assets123.26M
American Funds New Perspective R3
Price$59.04
Change+$1.12 (+1.93%)
VolumeN/A
Net Assets134.95B
CAGEX vs RNPCX Comparison Chart
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CAGEX vs. RNPCX commentary
Apr 25, 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: 135B vs. CAGEX (123M). RNPCX pays higher dividends than CAGEX: RNPCX (0.26) 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 : 3.80 vs. CAGEX (-5.47). RNPCX return over 5 years is better than : 45.21 vs. CAGEX (42.60).
| 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 | -8.909 | -1.715 | 520% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 135B | 0% |
| Annual Yield % from dividends | 0.00 | 0.26 | - |
| Returns for 1 year | -5.47 | 3.80 | -144% |
| Returns for 3 years | 13.09 | 10.55 | 124% |
| Returns for 5 years | 42.60 | 45.21 | 94% |
| Returns for 10 years | 9.39 | 53.87 | 17% |