Ad is loading...
RNPEX vs WCMGX
RNPEX vs WCMGX Comparison
Open Charts RNPEX vs WCMGX
American Funds New Perspective R4
Price$63.70
Change-$0.39 (-0.61%)
VolumeN/A
CapitalizationN/A
WCM Focused Global Growth Institutional
Price$26.84
Change-$0.16 (-0.59%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
RNPEX vs WCMGX Comparison Chart
Loading...
RNPEX vs. WCMGX commentary
Sep 21, 2024
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 StrongBuy and WCMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 145B vs. WCMGX (520M). RNPEX pays higher dividends than WCMGX: RNPEX (0.83) vs WCMGX (0.00). RNPEX was incepted earlier than WCMGX: RNPEX (22 years) vs WCMGX (11 years). WCMGX is a more actively managed with annual turnover of: 32.00 vs. RNPEX (17.00). 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 : 35.12 vs. RNPEX (18.10). WCMGX return over 5 years is better than : 50.97 vs. RNPEX (43.36).
| RNPEX | WCMGX | RNPEX / WCMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 14.431 | 21.327 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 520M | 27,885% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 18.10 | 35.12 | 52% |
| Returns for 3 years | -6.79 | -5.73 | 119% |
| Returns for 5 years | 43.36 | 50.97 | 85% |
| Returns for 10 years | 65.41 | 127.25 | 51% |
View a ticker or compare two or three
VS
VS
Ad is loading...