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RNPFX vs WCMGX
RNPFX vs WCMGX Comparison
Open Charts RNPFX vs WCMGX
American Funds New Perspective R5
Price$64.98
Change+$0.48 (+0.74%)
VolumeN/A
Net Assets146.98B
First Trust WCM Focused Global Gr Inst
Price$29.11
Change+$0.25 (+0.87%)
VolumeN/A
Net Assets608.07M
RNPFX vs WCMGX Comparison Chart
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RNPFX vs. WCMGX commentary
Jan 31, 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 StrongBuy and WCMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 147B vs. WCMGX (608M). RNPFX pays higher dividends than WCMGX: RNPFX (1.07) vs WCMGX (0.00). RNPFX was incepted earlier than WCMGX: RNPFX (23 years) vs WCMGX (12 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 : 29.48 vs. RNPFX (16.82). WCMGX return over 5 years is better than : 57.21 vs. RNPFX (41.02).
| RNPFX | WCMGX | RNPFX / WCMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 4.739 | 5.598 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147B | 608M | 24,178% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | 16.82 | 29.48 | 57% |
| Returns for 3 years | 8.40 | 28.28 | 30% |
| Returns for 5 years | 41.02 | 57.21 | 72% |
| Returns for 10 years | 83.14 | 159.46 | 52% |