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FNPFX vs WCMGX
FNPFX vs WCMGX Comparison
Open Charts FNPFX vs WCMGX
American Funds New Perspective F3
Price$65.05
Change-$0.40 (-0.61%)
VolumeN/A
CapitalizationN/A
WCM Focused Global Growth Institutional
Price$26.84
Change-$0.16 (-0.59%)
VolumeN/A
CapitalizationN/A
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FNPFX vs WCMGX Comparison Chart
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FNPFX vs. WCMGX commentary
Sep 21, 2024
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 FNPFX is a StrongBuy and WCMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FNPFX has more cash in the bank: 145B vs. WCMGX (520M). FNPFX pays higher dividends than WCMGX: FNPFX (1.11) vs WCMGX (0.00). FNPFX was incepted earlier than WCMGX: FNPFX (8 years) vs WCMGX (11 years). WCMGX is a more actively managed with annual turnover of: 32.00 vs. FNPFX (17.00). WCMGX has a lower initial minimum investment than FNPFX: WCMGX (100000) vs FNPFX (1000000). WCMGX annual gain was more profitable for investors over the last year : 35.12 vs. FNPFX (23.29). WCMGX return over 5 years is better than : 50.97 vs. FNPFX (47.04).
| FNPFX | WCMGX | FNPFX / WCMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 16.369 | 21.327 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 520M | 27,885% |
| Annual Yield % from dividends | 1.11 | 0.00 | - |
| Returns for 1 year | 23.29 | 35.12 | 66% |
| Returns for 3 years | -3.42 | -5.73 | 60% |
| Returns for 5 years | 47.04 | 50.97 | 92% |
| Returns for 10 years | N/A | 127.25 | - |
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