Interact to see
Advertisement
Advertisement
CAGEX vs RNPFX
CAGEX vs RNPFX Comparison
Open Charts CAGEX vs RNPFX
Calamos Global Equity A
Price$19.49
Change-$0.64 (-3.18%)
VolumeN/A
Net Assets162.47M
American Funds New Perspective R5
Price$72.51
Change-$1.83 (-2.46%)
VolumeN/A
Net Assets163.76B
CAGEX vs RNPFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAGEX vs. RNPFX commentary
Oct 11, 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: 164B vs. CAGEX (162M). RNPFX pays higher dividends than CAGEX: RNPFX (0.70) 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 (10.81) and CAGEX (10.73) have marching annual gain over last year. CAGEX return over 5 years is better than : 35.01 vs. RNPFX (33.07).
| 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 | 22.000 | 16.876 | 130% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 164B | 0% |
| Annual Yield % from dividends | 0.00 | 0.70 | - |
| Returns for 1 year | 10.73 | 10.81 | 99% |
| Returns for 3 years | 86.56 | 64.23 | 135% |
| Returns for 5 years | 35.01 | 33.07 | 106% |
| Returns for 10 years | 59.51 | 99.11 | 60% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement