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RNPFX vs WCMGX
RNPFX vs WCMGX Comparison
Open Charts RNPFX vs WCMGX
American Funds New Perspective R5
Price$71.69
Change-$2.65 (-3.56%)
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
RNPFX vs WCMGX Comparison Chart in %
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RNPFX 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 RNPFX is a Hold and WCMGX is a Buy.
FUNDAMENTALS
Fundamentals
RNPFX has more cash in the bank: 163B vs. WCMGX (1.23B). RNPFX pays higher dividends than WCMGX: RNPFX (1.24) vs WCMGX (0.55). RNPFX was incepted earlier than WCMGX: RNPFX (24 years) vs WCMGX (13 years). WCMGX (1.08) is less costly to investors than RNPFX (0.45). WCMGX is a more actively managed with annual turnover of: 43.00 vs. RNPFX (23.00). 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 : 17.82 vs. RNPFX (13.29). WCMGX return over 5 years is better than : 35.11 vs. RNPFX (18.14).
| RNPFX | WCMGX | RNPFX / WCMGX | |
| Total Expense Ratio | 0.45 | 1.03 | 44% |
| Annual Report Gross Expense Ratio | 0.45 | 1.08 | 42% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 1.630 | 3.449 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 1.23B | 13,306% |
| Annual Yield % from dividends | 1.24 | 0.55 | 226% |
| Returns for 1 year | 13.29 | 17.82 | 75% |
| Returns for 3 years | 42.76 | 80.70 | 53% |
| Returns for 5 years | 18.14 | 35.11 | 52% |
| Returns for 10 years | 131.36 | 206.45 | 64% |
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