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CAGEX vs FNFPX
CAGEX vs FNFPX Comparison
Open Charts CAGEX vs FNFPX
Calamos Global Equity A
Price$16.40
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets132.18M
American Funds New Perspective 529-F-3
Price$63.40
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets142.32B
CAGEX vs FNFPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FNFPX has more cash in the bank: 142B vs. CAGEX (132M). FNFPX pays higher dividends than CAGEX: FNFPX (0.83) vs CAGEX (0.00). CAGEX was incepted earlier than FNFPX: CAGEX (18 years) vs FNFPX (5 years). CAGEX (1.42) is less costly to investors than FNFPX (0.47). CAGEX is a more actively managed with annual turnover of: 78.00 vs. FNFPX (24.00). FNFPX has a lower initial minimum investment than CAGEX: FNFPX (250) vs CAGEX (2500). FNFPX annual gain was more profitable for investors over the last year : 5.68 vs. CAGEX (-0.61).
| CAGEX | FNFPX | CAGEX / FNFPX | |
| Total Expense Ratio | 1.40 | 0.47 | 298% |
| Annual Report Gross Expense Ratio | 1.42 | 0.47 | 302% |
| Fund Existence | 18 years | 5 years | - |
| Gain YTD | -0.606 | 2.407 | -25% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 0.83 | - |
| Returns for 1 year | -0.61 | 5.68 | -11% |
| Returns for 3 years | 33.99 | 29.71 | 114% |
| Returns for 5 years | 47.48 | N/A | - |
| Returns for 10 years | 23.59 | N/A | - |
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