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RNPEX vs WCMGX
RNPEX vs WCMGX Comparison
Open Charts RNPEX vs WCMGX
American Funds New Perspective R4
Price$70.16
Change+$0.47 (+0.67%)
VolumeN/A
Net Assets157.52B
First Trust WCM Focused Global Gr Inst
Price$31.98
Change+$0.30 (+0.95%)
VolumeN/A
Net Assets872.38M
RNPEX vs WCMGX Comparison Chart in %
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RNPEX vs. WCMGX commentary
Sep 05, 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 RNPEX is a Buy and WCMGX is a Buy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 158B vs. WCMGX (872M). WCMGX pays higher dividends than RNPEX: WCMGX (0.75) vs RNPEX (0.48). RNPEX was incepted earlier than WCMGX: RNPEX (23 years) vs WCMGX (12 years). WCMGX (1.08) is less costly to investors than RNPEX (0.76). WCMGX is a more actively managed with annual turnover of: 43.00 vs. RNPEX (24.00). RNPEX has a lower initial minimum investment than WCMGX: RNPEX (250) vs WCMGX (100000). WCMGX annual gain was more profitable for investors over the last year : 24.32 vs. RNPEX (14.12). WCMGX return over 5 years is better than : 47.58 vs. RNPEX (34.21).
| RNPEX | WCMGX | RNPEX / WCMGX | |
| Total Expense Ratio | 0.76 | 1.03 | 74% |
| Annual Report Gross Expense Ratio | 0.76 | 1.08 | 70% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 15.186 | 16.073 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 872M | 18,119% |
| Annual Yield % from dividends | 0.48 | 0.75 | 64% |
| Returns for 1 year | 14.12 | 24.32 | 58% |
| Returns for 3 years | 47.29 | 74.88 | 63% |
| Returns for 5 years | 34.21 | 47.58 | 72% |
| Returns for 10 years | 100.97 | 173.72 | 58% |