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CNPAX vs WCMGX
CNPAX vs WCMGX Comparison
Open Charts CNPAX vs WCMGX
American Funds New Perspective 529A
Price$71.76
Change+$0.38 (+0.53%)
VolumeN/A
Net Assets161.39B
First Trust WCM Focused Global Gr Inst
Price$33.70
Change+$0.30 (+0.90%)
VolumeN/A
Net Assets943.09M
CNPAX vs WCMGX Comparison Chart in %
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CNPAX vs. WCMGX commentary
Sep 29, 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: 161B vs. WCMGX (943M). 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 : 25.93 vs. CNPAX (10.76). WCMGX return over 5 years is better than : 58.60 vs. CNPAX (41.52).
| 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 | 17.582 | 23.474 | 75% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 943M | 17,073% |
| Annual Yield % from dividends | 0.48 | 0.75 | 64% |
| Returns for 1 year | 10.76 | 25.93 | 41% |
| Returns for 3 years | 62.56 | 99.93 | 63% |
| Returns for 5 years | 41.52 | 58.60 | 71% |
| Returns for 10 years | 120.44 | 194.64 | 62% |
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