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RNPEX vs WCMGX
RNPEX vs WCMGX Comparison
Open Charts RNPEX vs WCMGX
American Funds New Perspective R4
Price$73.06
Change+$0.17 (+0.23%)
VolumeN/A
Net Assets164.14B
First Trust WCM Focused Global Gr Inst
Price$34.25
Change-$0.59 (-1.69%)
VolumeN/A
Net Assets981.8M
RNPEX vs WCMGX Comparison Chart in %
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RNPEX vs. WCMGX commentary
Oct 07, 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: 164B vs. WCMGX (982M). WCMGX pays higher dividends than RNPEX: WCMGX (0.70) vs RNPEX (0.46). 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 : 30.58 vs. RNPEX (13.87). WCMGX return over 5 years is better than : 56.24 vs. RNPEX (37.63).
| 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 | 19.947 | 27.651 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164B | 982M | 16,701% |
| Annual Yield % from dividends | 0.46 | 0.70 | 67% |
| Returns for 1 year | 13.87 | 30.58 | 45% |
| Returns for 3 years | 64.22 | 102.29 | 63% |
| Returns for 5 years | 37.63 | 56.24 | 67% |
| Returns for 10 years | 100.25 | 191.26 | 52% |
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