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RNPFX vs WCMGX
RNPFX vs WCMGX Comparison
Open Charts RNPFX vs WCMGX
American Funds New Perspective R5
Price$68.03
Change-$0.17 (-0.25%)
VolumeN/A
CapitalizationN/A
First Trust WCM Focused Global Gr Inst
Price$29.69
Change-$0.24 (-0.80%)
VolumeN/A
CapitalizationN/A
RNPFX vs WCMGX Comparison Chart
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RNPFX 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 RNPFX is a Buy and WCMGX is a Buy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 149B vs. WCMGX (585M). RNPFX pays higher dividends than WCMGX: RNPFX (1.07) vs WCMGX (0.00). RNPFX was incepted earlier than WCMGX: RNPFX (23 years) vs WCMGX (11 years). WCMGX is a more actively managed with annual turnover of: 32.00 vs. RNPFX (17.00). 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 : 37.26 vs. RNPFX (23.47). WCMGX return over 5 years is better than : 62.77 vs. RNPFX (42.26).
| RNPFX | WCMGX | RNPFX / 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 | 21.830 | 35.881 | 61% |
| 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 | 1.07 | 0.00 | - |
| Returns for 1 year | 23.47 | 37.26 | 63% |
| Returns for 3 years | 7.96 | 20.20 | 39% |
| Returns for 5 years | 42.26 | 62.77 | 67% |
| Returns for 10 years | 78.87 | 162.95 | 48% |
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