Interact to see
Advertisement
Advertisement
CAGEX vs RNPFX
CAGEX vs RNPFX Comparison
Open Charts CAGEX vs RNPFX
Calamos Global Equity A
Price$18.98
Change+$0.12 (+0.64%)
VolumeN/A
Net Assets151.39M
American Funds New Perspective R5
Price$71.93
Change+$0.32 (+0.45%)
VolumeN/A
Net Assets158.54B
CAGEX vs RNPFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAGEX vs. RNPFX commentary
Aug 30, 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 StrongBuy and RNPFX is a Buy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 159B vs. CAGEX (151M). RNPFX pays higher dividends than CAGEX: RNPFX (0.74) 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 : 13.15 vs. CAGEX (6.87). RNPFX return over 5 years is better than : 32.91 vs. CAGEX (29.91).
| 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 | 15.030 | 15.941 | 94% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 159B | 0% |
| Annual Yield % from dividends | 0.00 | 0.74 | - |
| Returns for 1 year | 6.87 | 13.15 | 52% |
| Returns for 3 years | 56.34 | 44.90 | 125% |
| Returns for 5 years | 29.91 | 32.91 | 91% |
| Returns for 10 years | 51.84 | 100.09 | 52% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement