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RNPFX vs WCMGX
RNPFX vs WCMGX Comparison
Open Charts RNPFX vs WCMGX
American Funds New Perspective R5
Price$58.53
Change+$0.30 (+0.52%)
VolumeN/A
Net Assets131.19B
First Trust WCM Focused Global Gr Inst
Price$26.03
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets662.51M
RNPFX vs WCMGX Comparison Chart
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RNPFX vs. WCMGX commentary
Apr 18, 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: 131B vs. WCMGX (663M). RNPFX pays higher dividends than WCMGX: RNPFX (0.84) vs WCMGX (0.75). RNPFX was incepted earlier than WCMGX: RNPFX (23 years) vs WCMGX (12 years). WCMGX (1.14) is less costly to investors than RNPFX (0.46). WCMGX is a more actively managed with annual turnover of: 32.00 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 : 9.96 vs. RNPFX (1.39). WCMGX return over 5 years is better than : 50.50 vs. RNPFX (41.42).
| RNPFX | WCMGX | RNPFX / WCMGX | |
| Total Expense Ratio | 0.46 | 1.05 | 44% |
| Annual Report Gross Expense Ratio | 0.46 | 1.14 | 40% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | -5.658 | -4.647 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 663M | 19,759% |
| Annual Yield % from dividends | 0.84 | 0.75 | 112% |
| Returns for 1 year | 1.39 | 9.96 | 14% |
| Returns for 3 years | 4.56 | 29.94 | 15% |
| Returns for 5 years | 41.42 | 50.50 | 82% |
| Returns for 10 years | 55.24 | 113.41 | 49% |
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