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NPFCX vs WCMGX
NPFCX vs WCMGX Comparison
Open Charts NPFCX vs WCMGX
American Funds New Perspective C
Price$59.07
Change+$0.11 (+0.19%)
VolumeN/A
Net Assets142.07B
First Trust WCM Focused Global Gr Inst
Price$28.55
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets735.26M
NPFCX vs WCMGX Comparison Chart
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NPFCX vs. WCMGX commentary
May 10, 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: 142B vs. WCMGX (735M). WCMGX pays higher dividends than NPFCX: WCMGX (0.73) 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 (1.14). 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 : 17.46 vs. NPFCX (4.29). WCMGX return over 5 years is better than : 58.53 vs. NPFCX (40.98).
| NPFCX | WCMGX | NPFCX / WCMGX | |
| Total Expense Ratio | 1.48 | 1.05 | 141% |
| Annual Report Gross Expense Ratio | 1.48 | 1.14 | 130% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 2.021 | 4.757 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 735M | 19,320% |
| Annual Yield % from dividends | 0.00 | 0.73 | - |
| Returns for 1 year | 4.29 | 17.46 | 25% |
| Returns for 3 years | 24.89 | 60.02 | 41% |
| Returns for 5 years | 40.98 | 58.53 | 70% |
| Returns for 10 years | 56.49 | 134.83 | 42% |
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