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CAGEX vs NPFCX
CAGEX vs NPFCX Comparison
Open Charts CAGEX vs NPFCX
Calamos Global Equity A
Price$16.77
Change-$0.37 (-2.16%)
VolumeN/A
Net Assets137.97M
American Funds New Perspective C
Price$60.51
Change-$0.74 (-1.21%)
VolumeN/A
Net Assets147.51B
CAGEX vs NPFCX Comparison Chart
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CAGEX vs. NPFCX commentary
Feb 23, 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 CAGEX is a Hold and NPFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 148B vs. CAGEX (138M). NPFCX pays higher dividends than CAGEX: NPFCX (0.20) vs CAGEX (0.00). CAGEX was incepted earlier than NPFCX: CAGEX (18 years) vs NPFCX (24 years). CAGEX is a more actively managed with annual turnover of: 90.00 vs. NPFCX (17.00). NPFCX has a lower initial minimum investment than CAGEX: NPFCX (250) vs CAGEX (2500). NPFCX annual gain was more profitable for investors over the last year : 9.30 vs. CAGEX (7.43). CAGEX return over 5 years is better than : 38.71 vs. NPFCX (28.75).
| CAGEX | NPFCX | CAGEX / NPFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 1.636 | 4.508 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 0.20 | - |
| Returns for 1 year | 7.43 | 9.30 | 80% |
| Returns for 3 years | 18.85 | 12.03 | 157% |
| Returns for 5 years | 38.71 | 28.75 | 135% |
| Returns for 10 years | 26.85 | 64.12 | 42% |
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