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ANWPX vs CGLIX
ANWPX vs CGLIX Comparison
Open Charts ANWPX vs CGLIX
American Funds New Perspective A
Price$58.65
Change+$4.28 (+7.87%)
VolumeN/A
Net Assets122.54B
Calvert Global Equity Fund
Price$15.62
Change+$1.18 (+8.17%)
VolumeN/A
Net Assets9.03M
ANWPX vs CGLIX Comparison Chart
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ANWPX vs. CGLIX commentary
Apr 11, 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 ANWPX is a Buy and CGLIX is a Hold.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 123B vs. CGLIX (9.03M). CGLIX pays higher dividends than ANWPX: CGLIX (0.65) vs ANWPX (0.58). ANWPX was incepted earlier than CGLIX: ANWPX (52 years) vs CGLIX (9 years). CGLIX (2.26) is less costly to investors than ANWPX (0.73). CGLIX is a more actively managed with annual turnover of: 28.00 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than CGLIX: ANWPX (250) vs CGLIX (1000000). ANWPX annual gain was more profitable for investors over the last year : -9.70 vs. CGLIX (-13.21). CGLIX (36.99) and ANWPX (35.93) have equivalent 5 years return.
| ANWPX | CGLIX | ANWPX / CGLIX | |
| Total Expense Ratio | 0.73 | 0.89 | 82% |
| Annual Report Gross Expense Ratio | 0.73 | 2.26 | 32% |
| Fund Existence | 52 years | 9 years | - |
| Gain YTD | -12.462 | -12.855 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 9.03M | 1,362,881% |
| Annual Yield % from dividends | 0.58 | 0.65 | 89% |
| Returns for 1 year | -9.70 | -13.21 | 73% |
| Returns for 3 years | -5.78 | -4.28 | 135% |
| Returns for 5 years | 35.93 | 36.99 | 97% |
| Returns for 10 years | 42.33 | N/A | - |
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