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RNPFX vs WCMGX
RNPFX vs WCMGX Comparison
Open Charts RNPFX vs WCMGX
American Funds New Perspective R5
Price$74.59
Change+$0.18 (+0.24%)
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
RNPFX vs WCMGX Comparison Chart in %
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RNPFX 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 RNPFX is a Buy and WCMGX is a Buy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 164B vs. WCMGX (982M). RNPFX (0.70) and WCMGX (0.70) have matching dividends . 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 : 30.58 vs. RNPFX (14.32). WCMGX return over 5 years is better than : 56.24 vs. RNPFX (39.41).
| 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 | 20.229 | 27.651 | 73% |
| 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 | 0.70 | 0.70 | 101% |
| Returns for 1 year | 14.32 | 30.58 | 47% |
| Returns for 3 years | 65.52 | 102.29 | 64% |
| Returns for 5 years | 39.41 | 56.24 | 70% |
| Returns for 10 years | 103.51 | 191.26 | 54% |
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