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CAGEX vs RNPFX
CAGEX vs RNPFX Comparison
Open Charts CAGEX vs RNPFX
Calamos Global Equity A
Price$15.69
Change+$0.39 (+2.55%)
VolumeN/A
Net Assets123.26M
American Funds New Perspective R5
Price$61.09
Change+$1.17 (+1.95%)
VolumeN/A
Net Assets134.95B
CAGEX vs RNPFX Comparison Chart
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CAGEX vs. RNPFX commentary
Apr 25, 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 Buy and RNPFX is a Buy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 135B vs. CAGEX (123M). RNPFX pays higher dividends than CAGEX: RNPFX (0.84) 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 : 4.59 vs. CAGEX (-5.47). RNPFX return over 5 years is better than : 49.11 vs. CAGEX (42.60).
| 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 | -8.909 | -1.531 | 582% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 135B | 0% |
| Annual Yield % from dividends | 0.00 | 0.84 | - |
| Returns for 1 year | -5.47 | 4.59 | -119% |
| Returns for 3 years | 13.09 | 12.22 | 107% |
| Returns for 5 years | 42.60 | 49.11 | 87% |
| Returns for 10 years | 9.39 | 58.70 | 16% |