Interact to see
Advertisement
Advertisement
CAGEX vs RNPFX
CAGEX vs RNPFX Comparison
Open Charts CAGEX vs RNPFX
Calamos Global Equity A
Price$18.22
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets146.73M
American Funds New Perspective R5
Price$69.55
Change+$0.46 (+0.67%)
VolumeN/A
Net Assets153.97B
CAGEX vs RNPFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAGEX vs. RNPFX commentary
Jun 28, 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: 154B vs. CAGEX (147M). RNPFX pays higher dividends than CAGEX: RNPFX (0.77) 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 : 12.03 vs. CAGEX (1.90). RNPFX return over 5 years is better than : 52.49 vs. CAGEX (48.37).
| 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 | 10.424 | 12.105 | 86% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 0.77 | - |
| Returns for 1 year | 1.90 | 12.03 | 16% |
| Returns for 3 years | 53.24 | 44.76 | 119% |
| Returns for 5 years | 48.37 | 52.49 | 92% |
| Returns for 10 years | 38.34 | 86.34 | 44% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement