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RNPEX vs WCMGX
RNPEX vs WCMGX Comparison
Open Charts RNPEX vs WCMGX
American Funds New Perspective R4
Price$66.67
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
First Trust WCM Focused Global Gr Inst
Price$29.69
Change-$0.24 (-0.80%)
VolumeN/A
CapitalizationN/A
RNPEX vs WCMGX Comparison Chart
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RNPEX vs. WCMGX commentary
Dec 18, 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 Buy and WCMGX is a Buy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 149B vs. WCMGX (585M). RNPEX pays higher dividends than WCMGX: RNPEX (0.83) vs WCMGX (0.00). RNPEX was incepted earlier than WCMGX: RNPEX (23 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 : 37.26 vs. RNPEX (23.10). WCMGX return over 5 years is better than : 62.77 vs. RNPEX (40.88).
| RNPEX | WCMGX | RNPEX / WCMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 21.483 | 35.881 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 585M | 25,470% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 23.10 | 37.26 | 62% |
| Returns for 3 years | 7.22 | 20.20 | 36% |
| Returns for 5 years | 40.88 | 62.77 | 65% |
| Returns for 10 years | 76.05 | 162.95 | 47% |