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CNPFX vs WCMGX
CNPFX vs WCMGX Comparison
Open Charts CNPFX vs WCMGX
American Funds New Perspective 529F
Price$71.45
Change+$0.37 (+0.52%)
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
CNPFX vs WCMGX Comparison Chart in %
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CNPFX 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 CNPFX is a Buy and WCMGX is a Buy.
FUNDAMENTALS
Fundamentals
CNPFX has more cash in the bank: 161B vs. WCMGX (943M). WCMGX pays higher dividends than CNPFX: WCMGX (0.75) vs CNPFX (0.64). CNPFX was incepted earlier than WCMGX: CNPFX (23 years) vs WCMGX (12 years). WCMGX (1.08) is less costly to investors than CNPFX (0.84). WCMGX is a more actively managed with annual turnover of: 43.00 vs. CNPFX (24.00). CNPFX has a lower initial minimum investment than WCMGX: CNPFX (250) vs WCMGX (100000). WCMGX annual gain was more profitable for investors over the last year : 25.93 vs. CNPFX (10.91). WCMGX return over 5 years is better than : 58.60 vs. CNPFX (42.61).
| CNPFX | WCMGX | CNPFX / WCMGX | |
| Total Expense Ratio | 0.84 | 1.03 | 82% |
| Annual Report Gross Expense Ratio | 0.84 | 1.08 | 78% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 17.710 | 23.474 | 75% |
| Front Load | N/A | 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 | 0.64 | 0.75 | 86% |
| Returns for 1 year | 10.91 | 25.93 | 42% |
| Returns for 3 years | 63.32 | 99.93 | 63% |
| Returns for 5 years | 42.61 | 58.60 | 73% |
| Returns for 10 years | 124.48 | 194.64 | 64% |
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