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RNPCX vs WCMGX
RNPCX vs WCMGX Comparison
Open Charts RNPCX vs WCMGX
American Funds New Perspective R3
Price$56.58
Change+$0.29 (+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
RNPCX vs WCMGX Comparison Chart
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RNPCX 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 RNPCX is a Buy and WCMGX is a Buy.
FUNDAMENTALS
Fundamentals
RNPCX has more cash in the bank: 131B vs. WCMGX (663M). WCMGX pays higher dividends than RNPCX: WCMGX (0.75) vs RNPCX (0.26). 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: 32.00 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 : 9.96 vs. RNPCX (0.66). WCMGX return over 5 years is better than : 50.50 vs. RNPCX (37.75).
| 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 | -5.810 | -4.647 | 125% |
| 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 | 0.26 | 0.75 | 34% |
| Returns for 1 year | 0.66 | 9.96 | 7% |
| Returns for 3 years | 3.00 | 29.94 | 10% |
| Returns for 5 years | 37.75 | 50.50 | 75% |
| Returns for 10 years | 50.50 | 113.41 | 45% |
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