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RNPFX vs WCMGX
RNPFX vs WCMGX Comparison
Open Charts RNPFX vs WCMGX
American Funds New Perspective R5
Price$67.49
Change+$0.35 (+0.52%)
VolumeN/A
Net Assets150.71B
First Trust WCM Focused Global Gr Inst
Price$30.93
Change+$0.25 (+0.81%)
VolumeN/A
Net Assets821.14M
RNPFX vs WCMGX Comparison Chart
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RNPFX vs. WCMGX commentary
Jun 06, 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 RNPFX is a Buy and WCMGX is a Buy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 151B vs. WCMGX (821M). RNPFX pays higher dividends than WCMGX: RNPFX (0.77) vs WCMGX (0.66). RNPFX was incepted earlier than WCMGX: RNPFX (23 years) vs WCMGX (12 years). WCMGX (1.08) is less costly to investors than RNPFX (0.46). WCMGX is a more actively managed with annual turnover of: 43.00 vs. RNPFX (24.00). RNPFX has a lower initial minimum investment than WCMGX: RNPFX (250) vs WCMGX (100000). WCMGX annual gain was more profitable for investors over the last year : 25.66 vs. RNPFX (11.29). WCMGX return over 5 years is better than : 55.75 vs. RNPFX (44.97).
| RNPFX | WCMGX | RNPFX / WCMGX | |
| Total Expense Ratio | 0.46 | 1.03 | 45% |
| Annual Report Gross Expense Ratio | 0.46 | 1.08 | 43% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 8.785 | 12.258 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 821M | 18,392% |
| Annual Yield % from dividends | 0.77 | 0.66 | 117% |
| Returns for 1 year | 11.29 | 25.66 | 44% |
| Returns for 3 years | 30.66 | 62.47 | 49% |
| Returns for 5 years | 44.97 | 55.75 | 81% |
| Returns for 10 years | 78.45 | 151.45 | 52% |
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