Interact to see
Advertisement
Advertisement
CAGEX vs NPFCX
CAGEX vs NPFCX Comparison
Open Charts CAGEX vs NPFCX
Calamos Global Equity A
Price$19.70
Change+$0.22 (+1.13%)
VolumeN/A
Net Assets158.69M
American Funds New Perspective C
Price$68.36
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets162.63B
CAGEX vs NPFCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CAGEX vs. NPFCX commentary
Sep 19, 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 Hold.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 163B vs. CAGEX (159M). CAGEX (0.00) and NPFCX (0.00) have matching dividends . CAGEX was incepted earlier than NPFCX: CAGEX (19 years) vs NPFCX (25 years). NPFCX (1.48) and CAGEX (1.42) have similar cost to investors . CAGEX is a more actively managed with annual turnover of: 78.00 vs. NPFCX (24.00). 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 : 14.64 vs. CAGEX (11.80). CAGEX return over 5 years is better than : 40.11 vs. NPFCX (34.28).
| CAGEX | NPFCX | CAGEX / NPFCX | |
| Total Expense Ratio | 1.40 | 1.48 | 95% |
| Annual Report Gross Expense Ratio | 1.42 | 1.48 | 96% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 19.394 | 18.066 | 107% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 163B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 11.80 | 14.64 | 81% |
| Returns for 3 years | 68.81 | 48.26 | 143% |
| Returns for 5 years | 40.11 | 34.28 | 117% |
| Returns for 10 years | 56.47 | 92.39 | 61% |