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RNPFX vs WCMGX
RNPFX vs WCMGX Comparison
Open Charts RNPFX vs WCMGX
American Funds New Perspective R5
Price$64.96
Change-$0.39 (-0.60%)
VolumeN/A
CapitalizationN/A
WCM Focused Global Growth Institutional
Price$26.84
Change-$0.16 (-0.59%)
VolumeN/A
CapitalizationN/A
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RNPFX vs WCMGX Comparison Chart
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RNPFX vs. WCMGX commentary
Sep 21, 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 StrongBuy and WCMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 145B vs. WCMGX (520M). RNPFX pays higher dividends than WCMGX: RNPFX (1.07) vs WCMGX (0.00). RNPFX was incepted earlier than WCMGX: RNPFX (22 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 : 35.12 vs. RNPFX (18.55). WCMGX return over 5 years is better than : 50.97 vs. RNPFX (44.75).
| RNPFX | WCMGX | RNPFX / WCMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 14.667 | 21.327 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 520M | 27,885% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | 18.55 | 35.12 | 53% |
| Returns for 3 years | -6.05 | -5.73 | 106% |
| Returns for 5 years | 44.75 | 50.97 | 88% |
| Returns for 10 years | 68.05 | 127.25 | 53% |
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