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CAGEX vs RNPEX
CAGEX vs RNPEX Comparison
Open Charts CAGEX vs RNPEX
Calamos Global Equity A
Price$14.93
Change-$0.67 (-4.29%)
VolumeN/A
Net Assets125.93M
American Funds New Perspective R4
Price$58.01
Change-$2.40 (-3.97%)
VolumeN/A
Net Assets139.04B
CAGEX vs RNPEX Comparison Chart
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CAGEX vs. RNPEX commentary
Apr 04, 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 RNPEX is a Hold.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 139B vs. CAGEX (126M). RNPEX pays higher dividends than CAGEX: RNPEX (0.56) 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 : 2.25 vs. CAGEX (-4.76). CAGEX (70.68) and RNPEX (68.44) 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 | -5.455 | -0.821 | 664% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 139B | 0% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -4.76 | 2.25 | -212% |
| Returns for 3 years | 8.11 | 2.32 | 349% |
| Returns for 5 years | 70.68 | 68.44 | 103% |
| Returns for 10 years | 18.00 | 61.92 | 29% |
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