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CAGEX vs NPFCX
CAGEX vs NPFCX Comparison
Open Charts CAGEX vs NPFCX
Calamos Global Equity A
Price$16.44
Change-$0.28 (-1.67%)
VolumeN/A
Net Assets132.78M
American Funds New Perspective C
Price$57.59
Change-$0.73 (-1.25%)
VolumeN/A
Net Assets141.33B
CAGEX vs NPFCX Comparison Chart
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CAGEX vs. NPFCX commentary
Jan 13, 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: 141B vs. CAGEX (133M). 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). CAGEX annual gain was more profitable for investors over the last year : 17.43 vs. NPFCX (10.88). CAGEX return over 5 years is better than : 39.44 vs. NPFCX (25.85).
| 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 | -0.364 | -0.535 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 141B | 0% |
| Annual Yield % from dividends | 0.00 | 0.20 | - |
| Returns for 1 year | 17.43 | 10.88 | 160% |
| Returns for 3 years | 5.32 | -5.46 | -97% |
| Returns for 5 years | 39.44 | 25.85 | 153% |
| Returns for 10 years | 35.09 | 66.04 | 53% |
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