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CAGEX vs RNPFX
CAGEX vs RNPFX Comparison
Open Charts CAGEX vs RNPFX
Calamos Global Equity A
Price$16.77
Change-$0.37 (-2.16%)
VolumeN/A
Net Assets137.97M
American Funds New Perspective R5
Price$64.92
Change-$0.80 (-1.22%)
VolumeN/A
Net Assets147.51B
CAGEX vs RNPFX Comparison Chart
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CAGEX vs. RNPFX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 148B vs. CAGEX (138M). 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). RNPFX annual gain was more profitable for investors over the last year : 10.73 vs. CAGEX (7.43). CAGEX return over 5 years is better than : 38.71 vs. RNPFX (35.40).
| 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 | 1.636 | 4.642 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | 7.43 | 10.73 | 69% |
| Returns for 3 years | 18.85 | 15.15 | 124% |
| Returns for 5 years | 38.71 | 35.40 | 109% |
| Returns for 10 years | 26.85 | 74.81 | 36% |