Ad is loading...
CAGEX vs RNPFX
CAGEX vs RNPFX Comparison
Open Charts CAGEX vs RNPFX
Calamos Global Equity A
Price$14.93
Change-$0.67 (-4.29%)
VolumeN/A
Net Assets125.93M
American Funds New Perspective R5
Price$59.13
Change-$2.45 (-3.98%)
VolumeN/A
Net Assets139.04B
CAGEX vs RNPFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAGEX vs. RNPFX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 139B vs. CAGEX (126M). 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 : 2.65 vs. CAGEX (-5.51). CAGEX (70.68) and RNPFX (70.60) 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 | -5.455 | -0.741 | 736% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 139B | 0% |
| Annual Yield % from dividends | 0.00 | 0.84 | - |
| Returns for 1 year | -5.51 | 2.65 | -208% |
| Returns for 3 years | 7.07 | 3.11 | 227% |
| Returns for 5 years | 70.68 | 70.60 | 100% |
| Returns for 10 years | 17.29 | 64.56 | 27% |