Ad is loading...
RNPCX vs WCMGX
RNPCX vs WCMGX Comparison
Open Charts RNPCX vs WCMGX
American Funds New Perspective R3
Price$61.38
Change+$0.12 (+0.20%)
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
RNPCX vs WCMGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RNPCX 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 RNPCX is a Buy and WCMGX is a Buy.
FUNDAMENTALS
Fundamentals
RNPCX has more cash in the bank: 142B vs. WCMGX (735M). WCMGX pays higher dividends than RNPCX: WCMGX (0.73) vs RNPCX (0.25). RNPCX was incepted earlier than WCMGX: RNPCX (23 years) vs WCMGX (12 years). WCMGX (1.14) is less costly to investors than RNPCX (1.06). WCMGX is a more actively managed with annual turnover of: 43.00 vs. RNPCX (24.00). RNPCX has a lower initial minimum investment than WCMGX: RNPCX (250) vs WCMGX (100000). WCMGX annual gain was more profitable for investors over the last year : 17.46 vs. RNPCX (4.90). WCMGX return over 5 years is better than : 58.53 vs. RNPCX (44.42).
| RNPCX | WCMGX | RNPCX / WCMGX | |
| Total Expense Ratio | 1.06 | 1.05 | 101% |
| Annual Report Gross Expense Ratio | 1.06 | 1.14 | 93% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 2.181 | 4.757 | 46% |
| 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 | 0.25 | 0.73 | 34% |
| Returns for 1 year | 4.90 | 17.46 | 28% |
| Returns for 3 years | 26.48 | 60.02 | 44% |
| Returns for 5 years | 44.42 | 58.53 | 76% |
| Returns for 10 years | 61.60 | 134.83 | 46% |
View a ticker or compare two or three
VS
VS
Ad is loading...