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RNPFX vs WCMGX
RNPFX vs WCMGX Comparison
Open Charts RNPFX vs WCMGX
American Funds New Perspective R5
Price$74.03
Change+$0.14 (+0.19%)
VolumeN/A
Net Assets162.86B
First Trust WCM Focused Global Gr Inst
Price$33.13
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets1.01B
RNPFX vs WCMGX Comparison Chart in %
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RNPFX vs. WCMGX commentary
Oct 19, 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 Hold and WCMGX is a Hold.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 163B vs. WCMGX (1.01B). RNPFX (0.70) and WCMGX (0.70) 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 : 23.07 vs. RNPFX (13.09). WCMGX return over 5 years is better than : 45.15 vs. RNPFX (36.47).
| 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 | 19.326 | 21.386 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 1.01B | 16,123% |
| Annual Yield % from dividends | 0.70 | 0.70 | 101% |
| Returns for 1 year | 13.09 | 23.07 | 57% |
| Returns for 3 years | 62.51 | 91.15 | 69% |
| Returns for 5 years | 36.47 | 45.15 | 81% |
| Returns for 10 years | 100.70 | 171.89 | 59% |
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