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CAGEX vs NPFCX
CAGEX vs NPFCX Comparison
Open Charts CAGEX vs NPFCX
Calamos Global Equity A
Price$19.49
Change-$0.64 (-3.18%)
VolumeN/A
Net Assets162.47M
American Funds New Perspective C
Price$67.15
Change-$1.69 (-2.45%)
VolumeN/A
Net Assets163.76B
CAGEX vs NPFCX Comparison Chart in %
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CAGEX vs. NPFCX commentary
Oct 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 CAGEX is a Hold and NPFCX is a Hold.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 164B vs. CAGEX (162M). 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). CAGEX annual gain was more profitable for investors over the last year : 10.73 vs. NPFCX (9.36). CAGEX return over 5 years is better than : 35.01 vs. NPFCX (26.54).
| 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 | 22.000 | 15.976 | 138% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 164B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.73 | 9.36 | 115% |
| Returns for 3 years | 86.56 | 59.77 | 145% |
| Returns for 5 years | 35.01 | 26.54 | 132% |
| Returns for 10 years | 59.51 | 86.99 | 68% |
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