Interact to see
Advertisement
Advertisement
RNPEX vs WCMGX
RNPEX vs WCMGX Comparison
Open Charts RNPEX vs WCMGX
American Funds New Perspective R4
Price$70.27
Change+$0.03 (+0.04%)
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
RNPEX vs WCMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RNPEX 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 RNPEX is a StrongBuy and WCMGX is a Hold.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 159B vs. WCMGX (858M). WCMGX pays higher dividends than RNPEX: WCMGX (0.76) vs RNPEX (0.49). RNPEX was incepted earlier than WCMGX: RNPEX (23 years) vs WCMGX (12 years). WCMGX (1.08) is less costly to investors than RNPEX (0.76). WCMGX is a more actively managed with annual turnover of: 43.00 vs. RNPEX (24.00). RNPEX has a lower initial minimum investment than WCMGX: RNPEX (250) vs WCMGX (100000). WCMGX annual gain was more profitable for investors over the last year : 25.19 vs. RNPEX (13.55). WCMGX return over 5 years is better than : 48.44 vs. RNPEX (37.89).
| RNPEX | WCMGX | RNPEX / WCMGX | |
| Total Expense Ratio | 0.76 | 1.03 | 74% |
| Annual Report Gross Expense Ratio | 0.76 | 1.08 | 70% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 15.367 | 16.696 | 92% |
| Front Load | N/A | 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 | 0.49 | 0.76 | 64% |
| Returns for 1 year | 13.55 | 25.19 | 54% |
| Returns for 3 years | 34.29 | 59.58 | 58% |
| Returns for 5 years | 37.89 | 48.44 | 78% |
| Returns for 10 years | 86.53 | 156.09 | 55% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement