RNGCX vs. CSUAX
RNGCX (American Funds The New Economy Fund Class R-3) and CSUAX (Cohen & Steers Global Infrastructure Fund Class A) are both mutual funds - RNGCX is a Global Equities fund actively managed by American Funds, while CSUAX is a Infrastructure Equities fund tracking the FTSE Global Core Infrastructure 50/50 Index. RNGCX is actively managed, while CSUAX is passively managed. Over the past 10 years, RNGCX returned 14.63%/yr vs 7.23%/yr for CSUAX. Their 0.60 correlation means they have sometimes moved together and sometimes differently. RNGCX charges 1.05%/yr vs 1.22%/yr for CSUAX.
Performance
RNGCX vs. CSUAX - Performance Comparison
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Returns By Period
In the year-to-date period, RNGCX achieves a 13.88% return, which is significantly higher than CSUAX's 12.43% return. Over the past 10 years, RNGCX has outperformed CSUAX with an annualized return of 14.63%, while CSUAX has yielded a comparatively lower 7.23% annualized return.
RNGCX
- 1D
- 3.58%
- 1M
- -4.68%
- 6M
- 9.92%
- YTD
- 13.88%
- 1Y
- 35.37%
- 3Y*
- 24.58%
- 5Y*
- 11.24%
- 10Y*
- 14.63%
- ALL TIME*
- 11.95%
CSUAX
- 1D
- 0.15%
- 1M
- 0.08%
- 6M
- 8.01%
- YTD
- 12.43%
- 1Y
- 17.62%
- 3Y*
- 11.66%
- 5Y*
- 7.33%
- 10Y*
- 7.23%
- ALL TIME*
- 9.26%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RNGCX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RNGCX American Funds The New Economy Fund Class R-3 | 13.88% | 30.60% | 23.19% | 28.77% | -29.88% | 11.70% | 33.05% | 26.06% | -4.68% | 33.90% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 12.43% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
Correlation
The correlation between RNGCX and CSUAX is 0.04, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.04 |
Correlation (3Y) Balances recent behavior with more history. | 0.22 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.40 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.46 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2004 | 0.60 |
Over the past year, the correlation between RNGCX and CSUAX has dropped to 0.04 - well below their long-term average of 0.60, suggesting their price drivers have been diverging.
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Return for Risk
RNGCX vs. CSUAX — Risk / Return Rank
RNGCX
CSUAX
RNGCX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The New Economy Fund Class R-3 (RNGCX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RNGCX | CSUAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.21 | ||
| Sortino ratioReturn per unit of downside risk | -0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.32 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.44 | 3.07 | -0.63 |
| Martin ratioReturn relative to average drawdown | 9.06 | 9.66 | -0.60 |
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Drawdowns
RNGCX vs. CSUAX - Drawdown Comparison
The maximum RNGCX drawdown since its inception was -55.54%, which is greater than CSUAX's maximum drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for RNGCX and CSUAX.
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Drawdown Indicators
| RNGCX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.54% | -52.20% | -3.34% |
Max Drawdown (1Y)Largest decline over 1 year | -13.41% | -5.99% | -7.42% |
Max Drawdown (3Y)Largest decline over 3 years | -20.86% | -11.83% | -9.03% |
Max Drawdown (5Y)Largest decline over 5 years | -37.25% | -20.45% | -16.80% |
Max Drawdown (10Y)Largest decline over 10 years | -37.25% | -35.05% | -2.20% |
Current DrawdownCurrent decline from peak | -8.02% | -1.65% | -6.37% |
Average DrawdownAverage peak-to-trough decline | -8.88% | -8.39% | -0.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 1.89% | +1.72% |
Volatility
RNGCX vs. CSUAX - Volatility Comparison
American Funds The New Economy Fund Class R-3 (RNGCX) has a higher volatility of 7.56% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 3.00%. This indicates that RNGCX's price experiences larger fluctuations and is considered to be riskier than CSUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RNGCX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.56% | 3.00% | +4.56% |
Volatility (6M)Calculated over the trailing 6-month period | 17.17% | 8.16% | +9.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.42% | 10.12% | +10.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.99% | 13.00% | +6.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.31% | 14.88% | +4.43% |
RNGCX vs. CSUAX - Expense Ratio Comparison
RNGCX has a 1.05% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Dividends
RNGCX vs. CSUAX - Dividend Comparison
RNGCX's dividend yield for the trailing twelve months is around 9.22%, more than CSUAX's 7.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.61% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
RNGCX American Funds The New Economy Fund Class R-3 | 9.22% | 10.50% | 10.06% | 3.87% | 0.00% | 7.83% | 2.53% | 7.21% | 9.78% | 8.29% | 0.00% | 5.89% |
Frequently Asked Questions
RNGCX and CSUAX have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RNGCX has higher volatility (7.56%) compared to CSUAX (3.00%). In terms of maximum drawdown, RNGCX dropped -55.54% vs CSUAX's -52.20%.
CSUAX currently has the higher Sharpe Ratio (1.81 vs 1.60), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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