Ad is loading...
CAGEX vs RNPHX
CAGEX vs RNPHX Comparison
Open Charts CAGEX vs RNPHX
Calamos Global Equity A
Price$16.40
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets132.18M
American Funds New Perspective R5E
Price$62.89
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets142.32B
CAGEX vs RNPHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAGEX vs. RNPHX commentary
May 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 Buy and RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 142B vs. CAGEX (132M). RNPHX pays higher dividends than CAGEX: RNPHX (0.74) vs CAGEX (0.00). CAGEX was incepted earlier than RNPHX: CAGEX (18 years) vs RNPHX (9 years). CAGEX (1.42) is less costly to investors than RNPHX (0.56). CAGEX is a more actively managed with annual turnover of: 78.00 vs. RNPHX (24.00). RNPHX has a lower initial minimum investment than CAGEX: RNPHX (250) vs CAGEX (2500). RNPHX annual gain was more profitable for investors over the last year : 5.52 vs. CAGEX (-0.61). RNPHX (47.52) and CAGEX (47.48) have equivalent 5 years return.
| CAGEX | RNPHX | CAGEX / RNPHX | |
| Total Expense Ratio | 1.40 | 0.56 | 250% |
| Annual Report Gross Expense Ratio | 1.42 | 0.56 | 254% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | -0.606 | 2.360 | -26% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 0.74 | - |
| Returns for 1 year | -0.61 | 5.52 | -11% |
| Returns for 3 years | 33.99 | 28.03 | 121% |
| Returns for 5 years | 47.48 | 47.52 | 100% |
| Returns for 10 years | 23.59 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...