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RNPFX vs WCMGX
RNPFX vs WCMGX Comparison
Open Charts RNPFX vs WCMGX
American Funds New Perspective R5
Price$71.71
Change+$0.04 (+0.06%)
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
RNPFX vs WCMGX Comparison Chart in %
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RNPFX 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 RNPFX is a StrongBuy and WCMGX is a Hold.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 159B vs. WCMGX (858M). WCMGX (0.76) and RNPFX (0.74) 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 : 25.19 vs. RNPFX (13.98). WCMGX return over 5 years is better than : 48.44 vs. RNPFX (39.70).
| 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 | 15.587 | 16.696 | 93% |
| 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 | 0.74 | 0.76 | 96% |
| Returns for 1 year | 13.98 | 25.19 | 56% |
| Returns for 3 years | 35.34 | 59.58 | 59% |
| Returns for 5 years | 39.70 | 48.44 | 82% |
| Returns for 10 years | 89.56 | 156.09 | 57% |