Ad is loading...
RNPEX vs WCMGX
RNPEX vs WCMGX Comparison
Open Charts RNPEX vs WCMGX
American Funds New Perspective R4
Price$62.30
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets142.07B
First Trust WCM Focused Global Gr Inst
Price$28.55
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets735.26M
RNPEX vs WCMGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RNPEX vs. WCMGX commentary
May 10, 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: 142B vs. WCMGX (735M). WCMGX pays higher dividends than RNPEX: WCMGX (0.73) vs RNPEX (0.55). RNPEX was incepted earlier than WCMGX: RNPEX (23 years) vs WCMGX (12 years). WCMGX (1.14) 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 : 17.46 vs. RNPEX (5.27). WCMGX return over 5 years is better than : 58.53 vs. RNPEX (46.39).
| RNPEX | WCMGX | RNPEX / WCMGX | |
| Total Expense Ratio | 0.76 | 1.05 | 72% |
| Annual Report Gross Expense Ratio | 0.76 | 1.14 | 67% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 2.282 | 4.757 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 735M | 19,320% |
| Annual Yield % from dividends | 0.55 | 0.73 | 75% |
| Returns for 1 year | 5.27 | 17.46 | 30% |
| Returns for 3 years | 27.41 | 60.02 | 46% |
| Returns for 5 years | 46.39 | 58.53 | 79% |
| Returns for 10 years | 64.04 | 134.83 | 47% |