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CAGEX vs RNPFX
CAGEX vs RNPFX Comparison
Open Charts CAGEX vs RNPFX
Calamos Global Equity A
Price$18.90
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets156.66M
American Funds New Perspective R5
Price$72.44
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets158.87B
CAGEX vs RNPFX Comparison Chart in %
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CAGEX vs. RNPFX commentary
Nov 20, 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: 159B vs. CAGEX (157M). RNPFX pays higher dividends than CAGEX: RNPFX (0.69) vs CAGEX (0.00). CAGEX was incepted earlier than RNPFX: CAGEX (19 years) vs RNPFX (24 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 : 12.05 vs. CAGEX (3.68). RNPFX return over 5 years is better than : 28.33 vs. CAGEX (22.57).
| 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 | 24 years | - |
| Gain YTD | 14.545 | 16.763 | 87% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 159B | 0% |
| Annual Yield % from dividends | 0.00 | 0.69 | - |
| Returns for 1 year | 3.68 | 12.05 | 31% |
| Returns for 3 years | 57.50 | 47.14 | 122% |
| Returns for 5 years | 22.57 | 28.33 | 80% |
| Returns for 10 years | 41.89 | 90.02 | 47% |
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