Interact to see
Advertisement
Advertisement
CAGEX vs RNPEX
CAGEX vs RNPEX Comparison
Open Charts CAGEX vs RNPEX
Calamos Global Equity A
Price$18.50
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets149.6M
American Funds New Perspective R4
Price$68.95
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets156.49B
CAGEX vs RNPEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAGEX vs. RNPEX commentary
Jul 19, 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 RNPEX is a Buy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 156B vs. CAGEX (150M). RNPEX pays higher dividends than CAGEX: RNPEX (0.49) vs CAGEX (0.00). CAGEX was incepted earlier than RNPEX: CAGEX (18 years) vs RNPEX (23 years). CAGEX (1.42) is less costly to investors than RNPEX (0.76). CAGEX is a more actively managed with annual turnover of: 78.00 vs. RNPEX (24.00). RNPEX has a lower initial minimum investment than CAGEX: RNPEX (250) vs CAGEX (2500). RNPEX annual gain was more profitable for investors over the last year : 11.58 vs. CAGEX (4.68). RNPEX (40.49) and CAGEX (40.42) have equivalent 5 years return.
| CAGEX | RNPEX | CAGEX / RNPEX | |
| Total Expense Ratio | 1.40 | 0.76 | 184% |
| Annual Report Gross Expense Ratio | 1.42 | 0.76 | 187% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 12.424 | 13.216 | 94% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 156B | 0% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | 4.68 | 11.58 | 40% |
| Returns for 3 years | 58.28 | 46.41 | 126% |
| Returns for 5 years | 40.42 | 40.49 | 100% |
| Returns for 10 years | 35.30 | 80.14 | 44% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement