Ad is loading...
NPFCX vs WCMGX
NPFCX vs WCMGX Comparison
Open Charts NPFCX vs WCMGX
American Funds New Perspective C
Price$54.47
Change+$0.28 (+0.52%)
VolumeN/A
Net Assets131.19B
First Trust WCM Focused Global Gr Inst
Price$26.03
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets662.51M
NPFCX vs WCMGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NPFCX vs. WCMGX commentary
Apr 18, 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: 131B vs. WCMGX (663M). WCMGX pays higher dividends than NPFCX: WCMGX (0.75) 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: 32.00 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 : 9.96 vs. NPFCX (0.09). WCMGX return over 5 years is better than : 50.50 vs. NPFCX (34.49).
| 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 | -5.924 | -4.647 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 663M | 19,759% |
| Annual Yield % from dividends | 0.00 | 0.75 | - |
| Returns for 1 year | 0.09 | 9.96 | 1% |
| Returns for 3 years | 1.71 | 29.94 | 6% |
| Returns for 5 years | 34.49 | 50.50 | 68% |
| Returns for 10 years | 45.73 | 113.41 | 40% |