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CAGEX vs RNPFX
CAGEX vs RNPFX Comparison
Open Charts CAGEX vs RNPFX
Calamos Global Equity A
Price$16.44
Change-$0.28 (-1.67%)
VolumeN/A
Net Assets132.78M
American Funds New Perspective R5
Price$61.73
Change-$0.77 (-1.23%)
VolumeN/A
Net Assets141.33B
CAGEX vs RNPFX Comparison Chart
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CAGEX vs. RNPFX commentary
Jan 13, 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: 141B vs. CAGEX (133M). RNPFX pays higher dividends than CAGEX: RNPFX (1.07) vs CAGEX (0.00). CAGEX was incepted earlier than RNPFX: CAGEX (18 years) vs RNPFX (23 years). CAGEX is a more actively managed with annual turnover of: 90.00 vs. RNPFX (17.00). RNPFX has a lower initial minimum investment than CAGEX: RNPFX (250) vs CAGEX (2500). CAGEX annual gain was more profitable for investors over the last year : 17.43 vs. RNPFX (12.36). CAGEX return over 5 years is better than : 39.44 vs. RNPFX (32.38).
| CAGEX | RNPFX | CAGEX / RNPFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -0.364 | -0.500 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 141B | 0% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | 17.43 | 12.36 | 141% |
| Returns for 3 years | 5.32 | -2.78 | -191% |
| Returns for 5 years | 39.44 | 32.38 | 122% |
| Returns for 10 years | 35.09 | 76.94 | 46% |
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