RNPEX
Price
$70.27
Change
-$2.55 (-3.50%)
Updated
Feb 3 closing price
Net Assets
162.72B
WCMGX
Price
$33.89
Change
-$0.36 (-1.05%)
Updated
Feb 3 closing price
Net Assets
1.22B
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RNPEX vs WCMGX

Header iconRNPEX vs WCMGX Comparison
Open Charts RNPEX vs WCMGXBanner chart's image
American Funds New Perspective R4
Price$70.27
Change-$2.55 (-3.50%)
VolumeN/A
Net Assets162.72B
First Trust WCM Focused Global Gr Inst
Price$33.89
Change-$0.36 (-1.05%)
VolumeN/A
Net Assets1.22B
RNPEX vs WCMGX Comparison Chart in %
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RNPEX vs. WCMGX commentary
Feb 04, 2026

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 Hold and WCMGX is a Buy.

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FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 163B vs. WCMGX (1.23B). RNPEX pays higher dividends than WCMGX: RNPEX (0.97) vs WCMGX (0.55). RNPEX was incepted earlier than WCMGX: RNPEX (24 years) vs WCMGX (13 years). WCMGX (1.08) is less costly to investors than RNPEX (0.75). WCMGX is a more actively managed with annual turnover of: 43.00 vs. RNPEX (23.00). 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 : 17.82 vs. RNPEX (12.84). WCMGX return over 5 years is better than : 35.11 vs. RNPEX (16.29).
RNPEXWCMGXRNPEX / WCMGX
Total Expense Ratio0.751.0373%
Annual Report Gross Expense Ratio0.751.0869%
Fund Existence24 years13 years-
Gain YTD1.6053.44947%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets163B1.23B13,306%
Annual Yield % from dividends0.970.55178%
Returns for 1 year12.8417.8272%
Returns for 3 years41.1180.7051%
Returns for 5 years16.2935.1146%
Returns for 10 years126.91206.4561%
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