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RNPFX vs WCMGX
RNPFX vs WCMGX Comparison
Open Charts RNPFX vs WCMGX
American Funds New Perspective R5
Price$73.09
Change+$0.38 (+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
RNPFX vs WCMGX Comparison Chart in %
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RNPFX 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 RNPFX is a Buy and WCMGX is a Buy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 161B vs. WCMGX (943M). WCMGX (0.75) and RNPFX (0.72) have matching dividends . RNPFX was incepted earlier than WCMGX: RNPFX (23 years) vs WCMGX (12 years). WCMGX (1.08) is less costly to investors than RNPFX (0.46). WCMGX is a more actively managed with annual turnover of: 43.00 vs. RNPFX (24.00). RNPFX has a lower initial minimum investment than WCMGX: RNPFX (250) vs WCMGX (100000). WCMGX annual gain was more profitable for investors over the last year : 25.93 vs. RNPFX (11.15). WCMGX return over 5 years is better than : 58.60 vs. RNPFX (42.12).
| RNPFX | WCMGX | RNPFX / WCMGX | |
| Total Expense Ratio | 0.46 | 1.03 | 45% |
| Annual Report Gross Expense Ratio | 0.46 | 1.08 | 43% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 17.811 | 23.474 | 76% |
| 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 | 0.72 | 0.75 | 97% |
| Returns for 1 year | 11.15 | 25.93 | 43% |
| Returns for 3 years | 62.61 | 99.93 | 63% |
| Returns for 5 years | 42.12 | 58.60 | 72% |
| Returns for 10 years | 113.87 | 194.64 | 59% |
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