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NPFCX vs WCMGX
NPFCX vs WCMGX Comparison
Open Charts NPFCX vs WCMGX
American Funds New Perspective C
Price$62.72
Change+$0.32 (+0.51%)
VolumeN/A
Net Assets150.71B
First Trust WCM Focused Global Gr Inst
Price$30.93
Change+$0.25 (+0.81%)
VolumeN/A
Net Assets821.14M
NPFCX vs WCMGX Comparison Chart
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NPFCX vs. WCMGX commentary
Jun 06, 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 NPFCX is a Buy and WCMGX is a Buy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 151B vs. WCMGX (821M). WCMGX pays higher dividends than NPFCX: WCMGX (0.66) vs NPFCX (0.00). NPFCX was incepted earlier than WCMGX: NPFCX (24 years) vs WCMGX (12 years). NPFCX (1.48) is less costly to investors than WCMGX (1.08). WCMGX is a more actively managed with annual turnover of: 43.00 vs. NPFCX (24.00). 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 : 25.66 vs. NPFCX (9.84). WCMGX return over 5 years is better than : 55.75 vs. NPFCX (37.84).
| NPFCX | WCMGX | NPFCX / WCMGX | |
| Total Expense Ratio | 1.48 | 1.03 | 144% |
| Annual Report Gross Expense Ratio | 1.48 | 1.08 | 137% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 8.325 | 12.258 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 821M | 18,392% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 9.84 | 25.66 | 38% |
| Returns for 3 years | 27.09 | 62.47 | 43% |
| Returns for 5 years | 37.84 | 55.75 | 68% |
| Returns for 10 years | 67.48 | 151.45 | 45% |
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