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CAGEX vs RNPFX
CAGEX vs RNPFX Comparison
Open Charts CAGEX vs RNPFX
Calamos Global Equity A
Price$18.90
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets152.52M
American Funds New Perspective R5
Price$70.93
Change+$0.22 (+0.31%)
VolumeN/A
Net Assets156.96B
CAGEX vs RNPFX Comparison Chart in %
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CAGEX vs. RNPFX commentary
Aug 09, 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 Buy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 157B vs. CAGEX (153M). RNPFX pays higher dividends than CAGEX: RNPFX (0.74) vs CAGEX (0.00). CAGEX was incepted earlier than RNPFX: CAGEX (18 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 : 17.31 vs. CAGEX (13.31). RNPFX return over 5 years is better than : 39.45 vs. CAGEX (35.00).
| CAGEX | RNPFX | CAGEX / RNPFX | |
| Total Expense Ratio | 1.40 | 0.46 | 304% |
| Annual Report Gross Expense Ratio | 1.42 | 0.46 | 309% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 14.545 | 14.329 | 102% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 157B | 0% |
| Annual Yield % from dividends | 0.00 | 0.74 | - |
| Returns for 1 year | 13.31 | 17.31 | 77% |
| Returns for 3 years | 53.41 | 38.85 | 137% |
| Returns for 5 years | 35.00 | 39.45 | 89% |
| Returns for 10 years | 43.07 | 87.11 | 49% |