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RNPFX vs WCMGX
RNPFX vs WCMGX Comparison
Open Charts RNPFX vs WCMGX
American Funds New Perspective R5
Price$70.17
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets156.22B
First Trust WCM Focused Global Gr Inst
Price$30.81
Change+$0.15 (+0.49%)
VolumeN/A
Net Assets786.43M
RNPFX vs WCMGX Comparison Chart in %
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RNPFX vs. WCMGX commentary
Jul 07, 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 Hold.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 156B vs. WCMGX (786M). WCMGX (0.77) 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 : 21.52 vs. RNPFX (11.57). WCMGX return over 5 years is better than : 53.98 vs. RNPFX (47.33).
| 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 | 13.104 | 12.885 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 786M | 19,847% |
| Annual Yield % from dividends | 0.74 | 0.77 | 97% |
| Returns for 1 year | 11.57 | 21.52 | 54% |
| Returns for 3 years | 47.16 | 74.96 | 63% |
| Returns for 5 years | 47.33 | 53.98 | 88% |
| Returns for 10 years | 88.89 | 155.09 | 57% |