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CAGEX vs RNPFX
CAGEX vs RNPFX Comparison
Open Charts CAGEX vs RNPFX
Calamos Global Equity A
Price$17.65
Change-$2.48 (-12.32%)
VolumeN/A
Net Assets169.6M
American Funds New Perspective R5
Price$71.69
Change-$2.65 (-3.56%)
VolumeN/A
Net Assets162.72B
CAGEX vs RNPFX Comparison Chart in %
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CAGEX vs. RNPFX commentary
Feb 04, 2026
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 CAGEX is a Buy and RNPFX is a Hold.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 163B vs. CAGEX (170M). RNPFX pays higher dividends than CAGEX: RNPFX (1.24) vs CAGEX (0.00). CAGEX was incepted earlier than RNPFX: CAGEX (19 years) vs RNPFX (24 years). CAGEX (1.42) is less costly to investors than RNPFX (0.45). CAGEX is a more actively managed with annual turnover of: 114.00 vs. RNPFX (23.00). RNPFX has a lower initial minimum investment than CAGEX: RNPFX (250) vs CAGEX (2500). RNPFX annual gain was more profitable for investors over the last year : 13.29 vs. CAGEX (6.52). RNPFX return over 5 years is better than : 18.14 vs. CAGEX (6.97).
| CAGEX | RNPFX | CAGEX / RNPFX | |
| Total Expense Ratio | 1.40 | 0.45 | 311% |
| Annual Report Gross Expense Ratio | 1.42 | 0.45 | 316% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 5.625 | 1.630 | 345% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 163B | 0% |
| Annual Yield % from dividends | 0.00 | 1.24 | - |
| Returns for 1 year | 6.52 | 13.29 | 49% |
| Returns for 3 years | 47.21 | 42.76 | 110% |
| Returns for 5 years | 6.97 | 18.14 | 38% |
| Returns for 10 years | 58.58 | 131.36 | 45% |
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