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CNPAX vs WCMGX
CNPAX vs WCMGX Comparison
Open Charts CNPAX vs WCMGX
American Funds New Perspective 529A
Price$70.42
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets158.96B
First Trust WCM Focused Global Gr Inst
Price$31.85
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets858.12M
CNPAX vs WCMGX Comparison Chart in %
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CNPAX vs. WCMGX commentary
Aug 18, 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 StrongBuy and WCMGX is a Hold.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 159B vs. WCMGX (858M). WCMGX pays higher dividends than CNPAX: WCMGX (0.76) 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 : 25.19 vs. CNPAX (13.57). WCMGX return over 5 years is better than : 48.44 vs. CNPAX (39.09).
| 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 | 15.386 | 16.696 | 92% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 858M | 18,531% |
| Annual Yield % from dividends | 0.48 | 0.76 | 63% |
| Returns for 1 year | 13.57 | 25.19 | 54% |
| Returns for 3 years | 35.29 | 59.58 | 59% |
| Returns for 5 years | 39.09 | 48.44 | 81% |
| Returns for 10 years | 95.36 | 156.09 | 61% |
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