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CNPAX vs WCMGX
CNPAX vs WCMGX Comparison
Open Charts CNPAX vs WCMGX
American Funds New Perspective 529A
Price$68.93
Change+$0.38 (+0.55%)
VolumeN/A
Net Assets156.22B
First Trust WCM Focused Global Gr Inst
Price$30.81
Change+$0.15 (+0.49%)
VolumeN/A
Net Assets786.43M
CNPAX vs WCMGX Comparison Chart in %
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CNPAX vs. WCMGX commentary
Jul 07, 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 Hold.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 156B vs. WCMGX (786M). WCMGX pays higher dividends than CNPAX: WCMGX (0.77) vs CNPAX (0.49). 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 : 21.52 vs. CNPAX (11.17). WCMGX return over 5 years is better than : 53.98 vs. CNPAX (46.68).
| 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 | 12.944 | 12.885 | 100% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 786M | 19,847% |
| Annual Yield % from dividends | 0.49 | 0.77 | 63% |
| Returns for 1 year | 11.17 | 21.52 | 52% |
| Returns for 3 years | 47.11 | 74.96 | 63% |
| Returns for 5 years | 46.68 | 53.98 | 86% |
| Returns for 10 years | 94.63 | 155.09 | 61% |
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