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CAGEX vs RNPEX
CAGEX vs RNPEX Comparison
Open Charts CAGEX vs RNPEX
Calamos Global Equity A
Price$18.98
Change+$0.12 (+0.64%)
VolumeN/A
Net Assets151.39M
American Funds New Perspective R4
Price$70.48
Change+$0.31 (+0.44%)
VolumeN/A
Net Assets158.54B
CAGEX vs RNPEX Comparison Chart in %
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CAGEX vs. RNPEX 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 RNPEX is a Buy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 159B vs. CAGEX (151M). RNPEX pays higher dividends than CAGEX: RNPEX (0.49) vs CAGEX (0.00). CAGEX was incepted earlier than RNPEX: CAGEX (19 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 : 12.73 vs. CAGEX (6.87). RNPEX (31.22) and CAGEX (29.91) 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 | 19 years | 23 years | - |
| Gain YTD | 15.030 | 15.712 | 96% |
| 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 | 0.49 | - |
| Returns for 1 year | 6.87 | 12.73 | 54% |
| Returns for 3 years | 56.34 | 43.77 | 129% |
| Returns for 5 years | 29.91 | 31.22 | 96% |
| Returns for 10 years | 51.84 | 96.90 | 54% |
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