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CAGEX vs RNPHX
CAGEX vs RNPHX Comparison
Open Charts CAGEX vs RNPHX
Calamos Global Equity A
Price$17.52
Change-$0.17 (-0.96%)
VolumeN/A
Net Assets142.57M
American Funds New Perspective R5E
Price$66.83
Change-$0.80 (-1.18%)
VolumeN/A
Net Assets150.58B
CAGEX vs RNPHX Comparison Chart
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CAGEX vs. RNPHX commentary
Jun 16, 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 RNPHX is a Buy.
FUNDAMENTALS
Fundamentals
RNPHX has more cash in the bank: 151B vs. CAGEX (143M). RNPHX pays higher dividends than CAGEX: RNPHX (0.70) vs CAGEX (0.00). CAGEX was incepted earlier than RNPHX: CAGEX (18 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 : 9.06 vs. CAGEX (-0.28). RNPHX return over 5 years is better than : 48.85 vs. CAGEX (45.15).
| CAGEX | RNPHX | CAGEX / RNPHX | |
| Total Expense Ratio | 1.40 | 0.56 | 250% |
| Annual Report Gross Expense Ratio | 1.42 | 0.56 | 254% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 6.182 | 8.773 | 70% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 0.70 | - |
| Returns for 1 year | -0.28 | 9.06 | -3% |
| Returns for 3 years | 48.47 | 43.45 | 112% |
| Returns for 5 years | 45.15 | 48.85 | 92% |
| Returns for 10 years | 32.33 | N/A | - |
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