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RNPEX vs WCMGX
RNPEX vs WCMGX Comparison
Open Charts RNPEX vs WCMGX
American Funds New Perspective R4
Price$65.65
Change-$0.39 (-0.59%)
VolumeN/A
Net Assets150.22B
First Trust WCM Focused Global Gr Inst
Price$29.70
Change-$0.65 (-2.14%)
VolumeN/A
Net Assets814.99M
RNPEX vs WCMGX Comparison Chart in %
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RNPEX vs. WCMGX commentary
Jun 21, 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 Hold.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 150B vs. WCMGX (815M). WCMGX pays higher dividends than RNPEX: WCMGX (0.66) vs RNPEX (0.51). 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 : 20.27 vs. RNPEX (7.33). WCMGX return over 5 years is better than : 55.77 vs. RNPEX (42.48).
| 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 | 7.782 | 11.200 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 815M | 18,405% |
| Annual Yield % from dividends | 0.51 | 0.66 | 77% |
| Returns for 1 year | 7.33 | 20.27 | 36% |
| Returns for 3 years | 39.96 | 77.04 | 52% |
| Returns for 5 years | 42.48 | 55.77 | 76% |
| Returns for 10 years | 71.05 | 144.22 | 49% |
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