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NPFCX vs WCMGX
NPFCX vs WCMGX Comparison
Open Charts NPFCX vs WCMGX
American Funds New Perspective C
Price$60.49
Change-$0.37 (-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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NPFCX vs WCMGX Comparison Chart
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NPFCX 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 NPFCX is a StrongBuy and WCMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 145B vs. WCMGX (520M). NPFCX pays higher dividends than WCMGX: NPFCX (0.20) vs WCMGX (0.00). NPFCX was incepted earlier than WCMGX: NPFCX (24 years) vs WCMGX (11 years). WCMGX is a more actively managed with annual turnover of: 32.00 vs. NPFCX (17.00). NPFCX has a lower initial minimum investment than WCMGX: NPFCX (250) vs WCMGX (100000). WCMGX annual gain was more profitable for investors over the last year : 35.12 vs. NPFCX (17.02). WCMGX return over 5 years is better than : 50.97 vs. NPFCX (39.24).
| NPFCX | WCMGX | NPFCX / WCMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 13.841 | 21.327 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 520M | 27,885% |
| Annual Yield % from dividends | 0.20 | 0.00 | - |
| Returns for 1 year | 17.02 | 35.12 | 48% |
| Returns for 3 years | -8.69 | -5.73 | 152% |
| Returns for 5 years | 39.24 | 50.97 | 77% |
| Returns for 10 years | 57.93 | 127.25 | 46% |
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