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CAGEX vs RNPCX
CAGEX vs RNPCX Comparison
Open Charts CAGEX vs RNPCX
Calamos Global Equity A
Price$18.98
Change+$0.12 (+0.64%)
VolumeN/A
Net Assets151.39M
American Funds New Perspective R3
Price$69.38
Change+$0.30 (+0.43%)
VolumeN/A
Net Assets158.54B
CAGEX vs RNPCX Comparison Chart in %
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CAGEX vs. RNPCX commentary
Aug 29, 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 StrongBuy and RNPCX is a Buy.
FUNDAMENTALS
Fundamentals
RNPCX has more cash in the bank: 159B vs. CAGEX (151M). RNPCX pays higher dividends than CAGEX: RNPCX (0.22) vs CAGEX (0.00). CAGEX was incepted earlier than RNPCX: CAGEX (19 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 : 12.31 vs. CAGEX (6.87). CAGEX (29.91) and RNPCX (29.46) 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 | 19 years | 23 years | - |
| Gain YTD | 15.030 | 15.499 | 97% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 159B | 0% |
| Annual Yield % from dividends | 0.00 | 0.22 | - |
| Returns for 1 year | 6.87 | 12.31 | 56% |
| Returns for 3 years | 56.34 | 42.73 | 132% |
| Returns for 5 years | 29.91 | 29.46 | 102% |
| Returns for 10 years | 51.84 | 94.00 | 55% |
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