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CAGEX vs RNPHX
CAGEX vs RNPHX Comparison
Open Charts CAGEX vs RNPHX
Calamos Global Equity A
Price$18.83
Change+$0.14 (+0.75%)
VolumeN/A
Net Assets152.26M
American Funds New Perspective R5E
Price$70.88
Change+$0.49 (+0.70%)
VolumeN/A
Net Assets159.21B
CAGEX vs RNPHX Comparison Chart in %
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CAGEX vs. RNPHX commentary
Sep 09, 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 StrongBuy and RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 159B vs. CAGEX (152M). RNPHX pays higher dividends than CAGEX: RNPHX (0.65) vs CAGEX (0.00). CAGEX was incepted earlier than RNPHX: CAGEX (19 years) vs RNPHX (10 years). CAGEX (1.42) is less costly to investors than RNPHX (0.56). CAGEX is a more actively managed with annual turnover of: 78.00 vs. RNPHX (24.00). RNPHX has a lower initial minimum investment than CAGEX: RNPHX (250) vs CAGEX (2500). RNPHX annual gain was more profitable for investors over the last year : 15.33 vs. CAGEX (9.37). RNPHX return over 5 years is better than : 35.89 vs. CAGEX (32.67).
| CAGEX | RNPHX | CAGEX / RNPHX | |
| Total Expense Ratio | 1.40 | 0.56 | 250% |
| Annual Report Gross Expense Ratio | 1.42 | 0.56 | 254% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 13.939 | 15.902 | 88% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 159B | 0% |
| Annual Yield % from dividends | 0.00 | 0.65 | - |
| Returns for 1 year | 9.37 | 15.33 | 61% |
| Returns for 3 years | 60.68 | 49.20 | 123% |
| Returns for 5 years | 32.67 | 35.89 | 91% |
| Returns for 10 years | 51.74 | N/A | - |
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