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RNPCX vs WCMGX
RNPCX vs WCMGX Comparison
Open Charts RNPCX vs WCMGX
American Funds New Perspective R3
Price$61.31
Change+$0.40 (+0.66%)
VolumeN/A
Net Assets144.81B
First Trust WCM Focused Global Gr Inst
Price$28.39
Change+$0.25 (+0.89%)
VolumeN/A
Net Assets599.74M
RNPCX vs WCMGX Comparison Chart
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RNPCX vs. WCMGX commentary
Jan 19, 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 StrongBuy and WCMGX is a Hold.
FUNDAMENTALS
Fundamentals
RNPCX has more cash in the bank: 145B vs. WCMGX (600M). RNPCX pays higher dividends than WCMGX: RNPCX (0.58) vs WCMGX (0.00). RNPCX was incepted earlier than WCMGX: RNPCX (23 years) vs WCMGX (12 years). WCMGX is a more actively managed with annual turnover of: 32.00 vs. RNPCX (17.00). 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 : 30.27 vs. RNPCX (14.88). WCMGX return over 5 years is better than : 50.10 vs. RNPCX (29.70).
| RNPCX | WCMGX | RNPCX / WCMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 2.064 | 3.879 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 600M | 24,167% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 14.88 | 30.27 | 49% |
| Returns for 3 years | 1.43 | 23.95 | 6% |
| Returns for 5 years | 29.70 | 50.10 | 59% |
| Returns for 10 years | 74.24 | 159.54 | 47% |
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