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RNPFX vs WCMGX
RNPFX vs WCMGX Comparison
Open Charts RNPFX vs WCMGX
American Funds New Perspective R5
Price$63.52
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets142.07B
First Trust WCM Focused Global Gr Inst
Price$28.55
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets735.26M
RNPFX vs WCMGX Comparison Chart
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RNPFX vs. WCMGX commentary
May 10, 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: 142B vs. WCMGX (735M). RNPFX pays higher dividends than WCMGX: RNPFX (0.82) vs WCMGX (0.73). 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: 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 : 17.46 vs. RNPFX (5.68). WCMGX return over 5 years is better than : 58.53 vs. RNPFX (48.27).
| 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 | 2.386 | 4.757 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 735M | 19,320% |
| Annual Yield % from dividends | 0.82 | 0.73 | 113% |
| Returns for 1 year | 5.68 | 17.46 | 33% |
| Returns for 3 years | 28.41 | 60.02 | 47% |
| Returns for 5 years | 48.27 | 58.53 | 82% |
| Returns for 10 years | 66.66 | 134.83 | 49% |
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