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CNPAX vs WCMGX
CNPAX vs WCMGX Comparison
Open Charts CNPAX vs WCMGX
American Funds New Perspective 529A
Price$66.32
Change-$0.80 (-1.19%)
VolumeN/A
Net Assets150.58B
First Trust WCM Focused Global Gr Inst
Price$30.32
Change-$0.39 (-1.27%)
VolumeN/A
Net Assets812.47M
CNPAX vs WCMGX Comparison Chart
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CNPAX vs. WCMGX 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 CNPAX is a Buy and WCMGX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 151B vs. WCMGX (812M). WCMGX pays higher dividends than CNPAX: WCMGX (0.66) vs CNPAX (0.51). CNPAX was incepted earlier than WCMGX: CNPAX (23 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 : 21.28 vs. CNPAX (8.81). WCMGX return over 5 years is better than : 60.47 vs. CNPAX (48.94).
| CNPAX | WCMGX | CNPAX / WCMGX | |
| Total Expense Ratio | 0.77 | 1.03 | 75% |
| Annual Report Gross Expense Ratio | 0.77 | 1.08 | 71% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 8.668 | 10.940 | 79% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 812M | 18,596% |
| Annual Yield % from dividends | 0.51 | 0.66 | 77% |
| Returns for 1 year | 8.81 | 21.28 | 41% |
| Returns for 3 years | 43.80 | 78.17 | 56% |
| Returns for 5 years | 48.94 | 60.47 | 81% |
| Returns for 10 years | 84.23 | 148.50 | 57% |
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