Interact to see
Advertisement
Advertisement
CNPAX vs WCMGX
CNPAX vs WCMGX Comparison
Open Charts CNPAX vs WCMGX
American Funds New Perspective 529A
Price$70.98
Change+$0.33 (+0.47%)
VolumeN/A
Net Assets159.21B
First Trust WCM Focused Global Gr Inst
Price$31.98
Change+$0.30 (+0.95%)
VolumeN/A
Net Assets877.56M
CNPAX vs WCMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CNPAX vs. WCMGX 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 CNPAX is a Buy and WCMGX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 159B vs. WCMGX (878M). WCMGX pays higher dividends than CNPAX: WCMGX (0.75) vs CNPAX (0.48). CNPAX was incepted earlier than WCMGX: CNPAX (24 years) vs WCMGX (12 years). WCMGX (1.08) is less costly to investors than CNPAX (0.77). WCMGX is a more actively managed with annual turnover of: 43.00 vs. CNPAX (24.00). CNPAX has a lower initial minimum investment than WCMGX: CNPAX (250) vs WCMGX (100000). WCMGX annual gain was more profitable for investors over the last year : 25.72 vs. CNPAX (15.09). WCMGX return over 5 years is better than : 48.14 vs. CNPAX (36.01).
| CNPAX | WCMGX | CNPAX / WCMGX | |
| Total Expense Ratio | 0.77 | 1.03 | 75% |
| Annual Report Gross Expense Ratio | 0.77 | 1.08 | 71% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 15.763 | 16.513 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 878M | 18,109% |
| Annual Yield % from dividends | 0.48 | 0.75 | 64% |
| Returns for 1 year | 15.09 | 25.72 | 59% |
| Returns for 3 years | 49.57 | 75.64 | 66% |
| Returns for 5 years | 36.01 | 48.14 | 75% |
| Returns for 10 years | 106.66 | 168.90 | 63% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement