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RNPCX vs WCMGX
RNPCX vs WCMGX Comparison
Open Charts RNPCX vs WCMGX
American Funds New Perspective R3
Price$64.95
Change-$0.24 (-0.37%)
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
RNPCX vs WCMGX Comparison Chart
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RNPCX 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 RNPCX is a Buy and WCMGX is a Buy.
FUNDAMENTALS
Fundamentals
RNPCX has more cash in the bank: 151B vs. WCMGX (821M). WCMGX pays higher dividends than RNPCX: WCMGX (0.66) vs RNPCX (0.24). RNPCX was incepted earlier than WCMGX: RNPCX (23 years) vs WCMGX (12 years). WCMGX (1.08) and RNPCX (1.06) have similar cost to investors . 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 : 25.66 vs. RNPCX (10.47). WCMGX return over 5 years is better than : 55.75 vs. RNPCX (41.20).
| RNPCX | WCMGX | RNPCX / WCMGX | |
| Total Expense Ratio | 1.06 | 1.03 | 103% |
| Annual Report Gross Expense Ratio | 1.06 | 1.08 | 98% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 8.523 | 12.258 | 70% |
| 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 | 0.24 | 0.66 | 36% |
| Returns for 1 year | 10.47 | 25.66 | 41% |
| Returns for 3 years | 28.71 | 62.47 | 46% |
| Returns for 5 years | 41.20 | 55.75 | 74% |
| Returns for 10 years | 72.99 | 151.45 | 48% |
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