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RNPFX vs WCMGX
RNPFX vs WCMGX Comparison
Open Charts RNPFX vs WCMGX
American Funds New Perspective R5
Price$74.71
Change+$0.38 (+0.51%)
VolumeN/A
Net Assets162.64B
First Trust WCM Focused Global Gr Inst
Price$33.10
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets1.1B
RNPFX vs WCMGX Comparison Chart in %
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RNPFX vs. WCMGX commentary
Dec 05, 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: 163B vs. WCMGX (1.1B). WCMGX (0.72) and RNPFX (0.69) have matching dividends . RNPFX was incepted earlier than WCMGX: RNPFX (24 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). RNPFX annual gain was more profitable for investors over the last year : 12.34 vs. WCMGX (9.49). WCMGX return over 5 years is better than : 36.04 vs. RNPFX (25.87).
| RNPFX | WCMGX | RNPFX / WCMGX | |
| Total Expense Ratio | 0.46 | 1.03 | 45% |
| Annual Report Gross Expense Ratio | 0.46 | 1.08 | 43% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 20.422 | 21.276 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 1.1B | 14,791% |
| Annual Yield % from dividends | 0.69 | 0.72 | 96% |
| Returns for 1 year | 12.34 | 9.49 | 130% |
| Returns for 3 years | 46.14 | 76.82 | 60% |
| Returns for 5 years | 25.87 | 36.04 | 72% |
| Returns for 10 years | 95.97 | 160.45 | 60% |
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