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CAGEX vs RNPFX
CAGEX vs RNPFX Comparison
Open Charts CAGEX vs RNPFX
Calamos Global Equity A
Price$19.29
Change-$0.48 (-2.43%)
VolumeN/A
Net Assets159.9M
American Funds New Perspective R5
Price$74.14
Change-$1.23 (-1.63%)
VolumeN/A
Net Assets165.22B
CAGEX vs RNPFX Comparison Chart in %
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CAGEX vs. RNPFX commentary
Nov 14, 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 CAGEX is a Buy and RNPFX is a Hold.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 165B vs. CAGEX (160M). RNPFX pays higher dividends than CAGEX: RNPFX (0.69) 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 (0.46). CAGEX is a more actively managed with annual turnover of: 78.00 vs. RNPFX (24.00). 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 : 14.98 vs. CAGEX (5.41). RNPFX return over 5 years is better than : 35.27 vs. CAGEX (26.33).
| CAGEX | RNPFX | CAGEX / RNPFX | |
| Total Expense Ratio | 1.40 | 0.46 | 304% |
| Annual Report Gross Expense Ratio | 1.42 | 0.46 | 309% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 16.909 | 21.486 | 79% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 165B | 0% |
| Annual Yield % from dividends | 0.00 | 0.69 | - |
| Returns for 1 year | 5.41 | 14.98 | 36% |
| Returns for 3 years | 62.51 | 51.80 | 121% |
| Returns for 5 years | 26.33 | 35.27 | 75% |
| Returns for 10 years | 47.70 | 103.58 | 46% |
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