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CAGEX vs NPFCX
CAGEX vs NPFCX Comparison
Open Charts CAGEX vs NPFCX
Calamos Global Equity A
Price$15.69
Change+$0.39 (+2.55%)
VolumeN/A
Net Assets123.26M
American Funds New Perspective C
Price$56.83
Change+$1.08 (+1.94%)
VolumeN/A
Net Assets134.95B
CAGEX vs NPFCX Comparison Chart
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CAGEX vs. NPFCX commentary
Apr 25, 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 Buy and NPFCX is a Buy.
FUNDAMENTALS
Fundamentals
NPFCX has more cash in the bank: 135B vs. CAGEX (123M). CAGEX (0.00) and NPFCX (0.00) have matching dividends . CAGEX was incepted earlier than NPFCX: CAGEX (18 years) vs NPFCX (24 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 : 3.21 vs. CAGEX (-5.47). CAGEX (42.60) and NPFCX (41.75) have equivalent 5 years return.
| CAGEX | NPFCX | CAGEX / NPFCX | |
| Total Expense Ratio | 1.40 | 1.48 | 95% |
| Annual Report Gross Expense Ratio | 1.42 | 1.48 | 96% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -8.909 | -1.848 | 482% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 135B | 0% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.47 | 3.21 | -170% |
| Returns for 3 years | 13.09 | 9.15 | 143% |
| Returns for 5 years | 42.60 | 41.75 | 102% |
| Returns for 10 years | 9.39 | 48.98 | 19% |
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