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CAGEX vs RNPFX
CAGEX vs RNPFX Comparison
Open Charts CAGEX vs RNPFX
Calamos Global Equity A
Price$18.50
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets149.6M
American Funds New Perspective R5
Price$70.34
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets156.49B
CAGEX vs RNPFX Comparison Chart in %
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CAGEX vs. RNPFX commentary
Jul 19, 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: 156B vs. CAGEX (150M). RNPFX pays higher dividends than CAGEX: RNPFX (0.74) 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 : 12.00 vs. CAGEX (4.68). RNPFX (42.32) and CAGEX (40.42) have equivalent 5 years return.
| 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 | 12.424 | 13.395 | 93% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 156B | 0% |
| Annual Yield % from dividends | 0.00 | 0.74 | - |
| Returns for 1 year | 4.68 | 12.00 | 39% |
| Returns for 3 years | 58.28 | 47.51 | 123% |
| Returns for 5 years | 40.42 | 42.32 | 96% |
| Returns for 10 years | 35.30 | 83.04 | 43% |
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