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CAGEX vs RNPFX
CAGEX vs RNPFX Comparison
Open Charts CAGEX vs RNPFX
Calamos Global Equity A
Price$19.70
Change+$0.22 (+1.13%)
VolumeN/A
Net Assets158.69M
American Funds New Perspective R5
Price$73.77
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets162.63B
CAGEX vs RNPFX Comparison Chart in %
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CAGEX vs. RNPFX commentary
Sep 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 Hold and RNPFX is a Hold.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 163B vs. CAGEX (159M). RNPFX pays higher dividends than CAGEX: RNPFX (0.72) vs CAGEX (0.00). CAGEX was incepted earlier than RNPFX: CAGEX (19 years) vs RNPFX (23 years). CAGEX (1.42) is less costly to investors than RNPFX (0.46). CAGEX is a more actively managed with annual turnover of: 78.00 vs. RNPFX (24.00). RNPFX has a lower initial minimum investment than CAGEX: RNPFX (250) vs CAGEX (2500). RNPFX annual gain was more profitable for investors over the last year : 16.16 vs. CAGEX (11.80). RNPFX (41.19) and CAGEX (40.11) have equivalent 5 years return.
| CAGEX | RNPFX | CAGEX / RNPFX | |
| Total Expense Ratio | 1.40 | 0.46 | 304% |
| Annual Report Gross Expense Ratio | 1.42 | 0.46 | 309% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 19.394 | 18.907 | 103% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 163B | 0% |
| Annual Yield % from dividends | 0.00 | 0.72 | - |
| Returns for 1 year | 11.80 | 16.16 | 73% |
| Returns for 3 years | 68.81 | 52.39 | 131% |
| Returns for 5 years | 40.11 | 41.19 | 97% |
| Returns for 10 years | 56.47 | 104.93 | 54% |
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