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RNPEX vs WCMGX
RNPEX vs WCMGX Comparison
Open Charts RNPEX vs WCMGX
American Funds New Perspective R4
Price$69.82
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets158.24B
First Trust WCM Focused Global Gr Inst
Price$31.65
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets824.38M
RNPEX vs WCMGX Comparison Chart in %
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RNPEX vs. WCMGX commentary
Jul 27, 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 (824M). WCMGX pays higher dividends than RNPEX: WCMGX (0.77) vs RNPEX (0.49). 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 : 28.95 vs. RNPEX (16.94). WCMGX return over 5 years is better than : 52.17 vs. RNPEX (42.27).
| 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 | 14.628 | 16.036 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 824M | 19,175% |
| Annual Yield % from dividends | 0.49 | 0.77 | 64% |
| Returns for 1 year | 16.94 | 28.95 | 59% |
| Returns for 3 years | 44.81 | 73.78 | 61% |
| Returns for 5 years | 42.27 | 52.17 | 81% |
| Returns for 10 years | 85.67 | 152.28 | 56% |